My Example CRM

Create a new estimate without a template

Send estimates fast using a pre-built template!

Create an estimate from a template

Customize the payment schedule in the estimate builder

Creating a payment schedule

Update your estimate link setting so your customer can access their estimate

How to fix "Estimate Link Expired" message

Create stunning, accurate estimates in minutes, send them digitally, and track real-time updates—all within your CRM

Why is the Estimate tool beneficial to my business?

Estimates

Richards CRM

Corporate Website

Find answers and get help from Intercom Support and Community Experts

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