Estimates App

April 2016

What is Apptivo?

Platform of 50+ integrated business apps

Integrated collaboration, email & documents

Mobile website & native apps for iOS & Android

REST API for connections to outside tools

What is Apptivo’s Estimates

Estimates App is a simple way to provide sales quotes to the customers. Users are able to track sales The Estimates App is a simple way to provide sales opportunities and generate estimates for them.

Estimate dashboard helps to answer the question “What information does Apptivo Estimates App feed for my business?”, the page displays the estimate-specific data that’s associated with your business.

FEATURES

Quote your customer through online. Create detailed database of items with their price, that can be

quickly and easily updated. Track the history of customer requested changes. Ability to select different layouts for your estimate. Estimate numbering based on your preference. Online approval process. Ability to export into spreadsheet format and Email PDF to Client

Build your own custom template

ESTIMATES APP WORKFLOW

CREATE ESTIMATE

Approval Flow

Summary

Thus, the Estimates app helps user to explore and evolve in retail financial service, advanced manufacturing and professional services which create value by improving productivity across the value chain.

Thank You!