Estimates

Estimate Overview

One of Cashboard’s main features is the ability to send estimates to potential clients. If you’re like us, you’re always getting asked to quote how much a potential project will cost.

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PDF Estimates, Invoices, and Timesheets

Printing a web page never looks like it should. Good thing Cashboard lets you download PDF files for estimates, invoices, and timesheets.

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How can I customize my estimates?

You can customize your Estimate documents in any way inside Cashboard.

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Holding a deposit for estimates

Part of Cashboard’s extensive Estimate features is the ability to require and accept a deposit.

Deposits workflow

Many businesses require...

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