Impress your customers with professional and customized Estimates. Upload logos, change boilerplate text and create the items you need. Then, your customers can approve to get you started.
To create new Estimate:
Step 1: Login to your Markate account.
Step 2: Click ‘Estimates‘ from the menu.
Step 3: You will be directed to ‘My Estimates‘ tab.
Step 4: Click ‘New Estimate‘.
Step 5: Fill in all necessary information on the estimate form, cost breakdown and so on. (You can add new customer directly from here by clicking ‘New Customer‘).
Step 6: Click ‘Save as Draft‘ to send it later or ‘Preview‘ to send it immediately to the customer.
Step 7: If you click ‘Preview’, it will direct you to Preview Estimate page with status as ‘Draft’.
Step 8: Click ‘Submit Estimate Now‘.