Sales - Estimates

In this section:

Creating an estimate

Estimate Settings

Adding a product: ESP 

Adding a product: SAGE 

Adding a product: SAGE Connect

Adding a product: Distributor Central 

Creating a custom product 

Adding a product: Custom products 

Adding a product: Bookmarked products

Adding a product: Tagged products 

Adding a product: Previous orders 

Editing a product 

Product color and sizes 

Product pricing 

Artwork: How to add a decoration location 

Artwork: Locations and Details 

Artwork: Pricing 

Artwork: Pulling pricing from a Decorator Matrix 

Artwork: Copying from another product 

Artwork: Copying from the same product 

Adding freight, fulfillment, or shipping charges 

Adding another service 

Creating titles 

Rearranging, hiding, and showing products and services 

Hiding totals 

Sending an estimate to a client 

Converting an estimate to a sales order