Introducing Estimates: Streamline Your Quoting Process

At ScanPay, we're always working to make your workflow smoother. Today, we're excited to announce the launch of one of our most requested features: Estimates. With this powerful tool, you can create, customize, and send professional estimates, providing your customers with clear, detailed pricing upfront.

What can you do with Estimates?

• Create and customize estimates with line items, discounts, and service charges.
• Track the status of each estimate and see exactly when customers accept or reject it.
• Send estimates via email, text, or share a link to give your customers flexible options for receiving their estimate.
• Collaborate with your team, with notes and attachments, and keep a history of all activity on an estimate.
• When your customer approves, convert the estimate into a job and an invoice with just a few clicks.

With Estimates, you're not just getting a standalone feature—you're unlocking a powerful tool that integrates seamlessly with our existing features:

• Jobs: Start with a job and generate an estimate for it or vice versa. Track your estimates alongside your jobs, all in one place.
• Invoices: Once your customer approves an estimate, convert it into an invoice—easy as pie. No more juggling between systems—enjoy a smooth transition from quote to billing.

These features work together to help service businesses manage their entire workflow—from initial estimates to final invoices—all within ScanPay.

How to Get Started

To access Estimates, subscribe to the new Estimates plan at $9.99/month for unlimited estimates and all features. Start with a 15-day free trial to see how it fits your needs. Once set up, creating and sending estimates is seamless.

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