Estimate Settings

There are some settings in SA that apply globally to all Estimates. They are housed under Settings > CRM > Estimate Settings:

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Below, you will find an explanation of all the fields on this screen:

Show Grid Lines

Select the check box to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.)

Grid Column Name - Rate

You can supply different text instead of “Rate” for the column heading.
(This applies to only the legacy Document Editor.)

Grid Column Name - Quantity

You can supply different text instead of “Quantity” for the column heading.
(This applies to only the legacy Document Editor.)

Grid Column Name - Amount

You can supply different text instead of “Amount” for the column heading.
(This applies to only the legacy Document Editor.)

Margins

Set the left, right, top, and bottom margin for the estimate.
(This applies to only the legacy Document Editor.)

Show Discounts

Discounts will appear in the estimate grid by default.

Print Package Items

This is the default setting for how Package Jobs will display prices on an Estimate. When checked, individual Package rounds will appear on the Estimate by default. Then, you will have the option to choose whether to show the total of each round, the total of the package, or both, in the “Amount” column on the grid. You can change these settings for individual Packages on the Estimate.

Print Products on Estimate

This is the default setting for whether Products will appear as line items on the Estimate. You can change these settings for individual line items on the estimate.

Show Products on Invoice

This is the default setting for whether Products will appear on the Estimate Invoice. If you schedule a Job from the Estimate, this invoice setting carries over to the Job.

Confirmation Email

Insert an email address if you want the system to send you an email when an estimate has been accepted by a client online. This email goes to the company email address by default. Enter multiple email addresses in this field separated by a semicolon (;). 

Default Number Of Installments

Change this number if the bulk of your Estimates are billed as Installment Plans. The number of installments will default to the number you select.

Default Estimate Items as Won

This setting defaults to “Checked.” Depending on your selection, quoted services will appear in View My Proposal as checked (Won) or unchecked (Lost) when the client views the estimate online.

Disable Document Selection

Checking this prevents someone creating an estimate from choosing an Estimate Document. If you check this, the only way to add an estimate document is from an Estimate Template.

Allow Scheduling of Zero (0) Qty Products

Check this to list Products without a quantity required. This allows you to show a Product with a flat rate for the overall price of a Product. You might use this if you know how much to charge for the Product, but don’t know how much you’ll use.

Require an Estimate Reason (Won/Lost)

Checking this requires the client or employee to specify why the estimate is won or lost on the View My Proposal page and Estimate screen. You can add additional Estimate Reasons under Settings > Estimate Reasons.

Allow Signature Capture on View My Proposal

Check this if you want online Estimates to include an electronic signature. You must also have the merge tag for “signature line” in your Estimate Document. This setting must be enabled for the merge tag to work.

Show Subtotal on View my Proposal

Check this to have a subtotal line at the bottom of the online estimate. The services that the client selects are added to create a subtotal. For this to work, the estimate grid must include the “Amount” field for the service.

 

 

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