Generating & Sending Estimate Reports

Generating & Sending Estimate Reports

A tutorial of how to generate, send and modify estimate reports in ActionFlow's quoting module. 

Table of Contents

  • Intro (0:00)
  • Available Estimate Reports (0:35)
  • Estimate Report Overview (1:00)
    • Logo and Address (1:08)
    • Customer Details (1:20)
    • Key Estimate Details (1:29)
  • Optional Items on Quote (1:40)
    • Without backsplash (1:44)
    • Alternative materials (1:55)
    • Alternative edges (2:08)
    • Optional line items (ie. tearout) (2:18)
  • Drawing and estimate/quote verbiage (3:15)
  • Print, Email, Save to Job Files, or Save & Export (3:29)
  • Email Estimate (3:47)
  • Attached Files (4:32)

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