Recurring and Fixed Line Items

You can specify which of your line items are “fixed” and which are “Recurring”in your estimates as well as when you save line items to your library. This gives you flexibility, as you may have some services or products that have a one-time fee and others that get charged over time. If you have both Fixed and Recurring […]

Read More

Optional Line-Items & Quantities

Optional Line Items: By popular demand, you can now make line items “optional” within your estimate. Use optional items to creatively upsell your prospects and/or give them a “menu” of items to choose from.   Optional Item Quantities: With the simple check of a box, your line item quantities can now be adjusted by your prospect.  Use […]

Read More

Line-Items

Line-Items provide a method for you to offer your product or service in a table-like format. Once you have created your Line-Items, you can add them to an Estimate by first creating them in your Line-Item Library and +Importing one or more. See “Importing Line-Items”. There are some basic components to a Line-Item within an […]

Read More