Yes. You can save an image with a price item in your price item library and reuse it on future estimates. 1. Add an image to the price item and save it ...
You can add a PDF through your global estimate settings, such as a document containing your terms and conditions. 1. Open Settings → Estimate → Terms & ...
You can add private notes from an estimate’s Notes tab. These notes are visible only to you. 1. Open the estimate view screen. 2. Select the Notes tab. ...
You can attach an image to an estimate line item to help your customer understand the scope of work. For example, a photo can identify a tree you plan t...
Use Estimate Boilerplate to add standard terms or other text to the bottom of all your estimates. 1. Open Settings → Estimate → Terms & Options. 2. Unde...
WorkQuote lets you apply tax to individual line items rather than applying it across the entire estimate. This gives you control when some items are tax...
You can override your default branding for one estimate without changing the defaults for future documents. 1. Open the estimate builder while creating ...
You can choose whether images appear before or after the line item description. 1. Open Estimate Options. 2. Find the Place image before description set...
WorkQuote lets you apply a discount to an individual line item without discounting the entire estimate. Discounts can be a percentage or a fixed dollar ...
You can adjust branding in the estimate builder, check the preview, and save your preferred design as the new global default. I recommend this approach ...
You can set the default length of time your estimates are valid in your global estimate settings. 1. Open Settings → Estimate → Terms & Options. 2. Unde...
You can choose whether customers see a decline button on their estimates. When it’s shown, customers can decline an estimate and optionally leave a note...
WorkQuote automatically records activity related to an estimate in its Notes tab. The estimate’s notes show activity directly connected to that estimate...
You can view existing customer and job notes from the estimate builder without leaving it. 1. Open the estimate builder. 2. Select the notes icon in the...
Your image allowance and upload-size limit depend on your plan. - Core: Up to 30 images, with a 3 MB limit per line item image. - Pro trial: Up to 50 im...