Create an estimate for the client
A function for quickly creating an estimate with details of services or goods. You can add customer data, item description, quantity, cost, and automatically calculate the total amount including taxes and discounts. The interface allows you to save drafts or use templates for repetitive operations.
View information and print to PDF
The finished estimate is displayed in a format that is easy to view and print. It is possible to export to PDF with customization of the design, adding a logo or manager's signature. Estimate statuses help you track the stages of work and quickly send the document to the client.
Quickly view and convert to invoice
An estimate is easily converted into an invoice with just one click. You can make changes and customize the final document before approving it. Tracking the status of invoices helps to control payment and keep customers informed.
Kanban
The interactive board visualizes all estimates by status: “Draft”, “Awaiting confirmation”, “Confirmed”. The user can easily move estimates between statuses using drag-and-drop. Kanban allows you to focus on priority tasks and not miss important milestones
View in the table
The tabular view of estimates provides convenient access to information. Sorting, filtering, and searching capabilities allow you to quickly find the records you need. Direct editing, export to CSV or Excel, and status marks make this tool versatile for managing large amounts of data.
