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.
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.
How can I customize my estimates?
You can customize your Estimate documents in any way inside Cashboard.
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...

