Frequently Asked Questions

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

We give you full access to the HTML and CSS our server uses to produce the files. And with one click, you can PDF those files to email to your clients, or for your own archives.

• Fully customize the language
• Upload images
  • Upload your company logo in GIF, JPG, or PNG format
  • Upload an image of your signature to make them more personalized
• Colors
  • Use your company’s color scheme
  • Create a custom color scheme with CSS
• Introduction Text
  • Provide a preamble about your company, an introduction.
  • We like to use it to provide a little background on our company and the project in question.
• Terms of agreement
  • Specify the terms that your clients must agree to before proceeding with the project for this quote.
  • Have them indicate their agreement online, or sign a copy of the estimate and send it to you.

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

We give you full access to the HTML and CSS our server uses to produce the files. And with one click, you can PDF those files to email to your clients, or for your own archives.

• Fully customize the language
  • Translate the document to your own language. Feel like invoicing in Chinese? German? Go right ahead…
• Fully customize the layout
• Upload images
  • Upload your company logo in GIF, JPG, or PNG format
  • Upload an image of your signature to make them more personalized
• Colors
  • Use your company’s color scheme
  • Create a custom color scheme with CSS
• Show or hide time entries
  • Time entries for each line item can be included in the invoice, providing a great summary for your clients of what happened and when.
• Add your own notes
  • Each invoice has a notes field, where you can add any text you like.
  • Great for VAT, or PO numbers!