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Estimate Less Time on Estimates
SWELLEnterprise doesn’t only make it easy to draft and send Estimates straight from the app. It also formats client information, your brand’s professional logo, and order information to create a crisp and clean impression.
Get More Clients With Professional Looking Estimates
Unlike a Proposal, an Estimate is a quick and dirty breakdown of costs – but it doesn’t have to look that way!
Estimates allow you to fill out a form in a matter of seconds and send a branded, professional estimate to your client straight from SWELLEnterprise.
How To Draft And Send Estimates From SWELLEnterprise
We strive to make your life as easy as possible. Here’s what you can do with Estimates:
- Create Line Items of your typical projects and services, complete with cost, for easy insertion into your estimate.
- Attach Estimates to client records.
- Assign Estimate numbers for numerical sorting.
- Select your preset Line Item and let SWELLEnterprise fill in the blanks, including adding tax if applicable.
- Add notes to personalize your Estimate to your client.
- Send your estimate from Swell, even on mobile.
- Sort your estimates by estimate number, client, amount, status, date, and action.
Save Time and Money
You don’t want to waste time struggling with formatting to create a bare-bones estimate to send to a client – and neither does your assistant. SWELLEnterprise is an all-in-one enterprise CRM designed to streamline menial tasks and eliminate the need for extra hands. Get back to running your business with SWELLEnterprise.
All-In-One And Done
SWELLEnterprise allows you to build templates so you can spend more time on the facts and figures and less time on formatting. With one branded template, you can send innumerable estimates with minor editing and the click of a button.
Want more? You can have it! Let us know how we can customize SWELLEnterprise to fit your business.