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Help Center/Estimates & Invoices

Estimates & Invoices

Create, send, and manage estimates and invoices

Using Good-Better-Best Pricing

Offer tiered options to increase your average ticket size.

Converting Estimates to Invoices

Turn accepted estimates into invoices with one click.

Following Up on Estimates

Use automated and manual follow-ups to close more deals.

Other Categories

Getting Started

8 articles

AI Features

6 articles

Pricebook & Services

9 articles

Client Management

7 articles

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