Apptivo Estimates
With Vonage integration for Apptivo Estimates app, create sales quotes and easily track sales opportunities.
By requesting this app, a note will be sent to your VBC Administrator for approval. Once approved, the app will appear on your VBC Desktop and Mobile App. All pricing displayed in USD. Admins will view pricing in local currency by region.
Overview
Convert the Opportunities to Estimates, receive Approval/Rejection/Change-Request notices and further convert that Estimate into a Project/Invoice/Work Order and alert the respective team with automatic email triggers.
Design and create your personalized Estimates with branded templates and choose from a drop-down while sending out to your customers.
Build workflow automation using Apptivo triggers and never miss any critical follow-ups. Generate insightful reports of Estimates for your customers.
Features
- Branded Estimates and templates management
- Simple drag-and-drop editor
- Unlimited custom fields
- Built-in workflows
- Automatic follow-up reminders and instant Email notifications
- Handle taxes and payment terms
- Auto generated Estimate numbers
- Customer actions management
- Email sync via IMAP/OAuth configuration
- Real-time mobile app
- PDF templates
