Estimates

Generate estimate and send them by e-mail

Generate and send detailed estimates to your clients or prospects by leveraging your tariffs and organizing your estimate with sections.

You will directly view the document that will be sent thanks to our WYSIWYG (what you see, it’s what you get) editor and you will view the document that will be sent.

The template is fully customizable by yourself simply by editing a Word template.

Manage options

Offer various optional services to your clients and track the chosen options once the estimate is approved by the customer. If needed, you can generate order confirmation for your customers with the final price, options included.

Profitability

With EUROJOB4, you directly view the expected profitability of your estimate depending if the position will be managed in-house (internal) or subcontracted (external).

Manage the follow up

Estimate accepted? Excellent! Let’s get started!

Turn estimates into purchase orders, invoices or planning requests and avoid duplicate the administrative works. You can monitor the lifecycle of your estimates by leveraging the different status and have a clear overview of the progress.

Approvals

Do you need internal approval for your quotes before sending them to customers? You can set up approval workflows based on various conditions such as the customer and the total estimated amount, with multiple steps and decision rules.

Don’t want to hassle with low-value estimates? They can be automatically approved based on your criteria.

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