One great feature is the ability to Generate a PDF version of your estimate with a single click.


After you’re finished with the details of your estimate, click Generate PDF. A new browser tab will open displaying your line item products, a total, along with other details such as your company logo. You can also edit PDF options from this view by clicking on the PDF Options tab. This will allow you to include or omit details on this specific PDF. You can set organizational wide PDF defaults under Company Settings.

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