Estimate/Invoice

TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

Our Estimate/Invoice solution allows you to efficiently tailor and create a branded, auto-numbered, professional estimate and/or invoice, driving directly off a project’s planned tasks and expenses, then save it to PDF.

To use it…

For each task on a particular project of interest, choose the desired “Include On Estimate” setting from among:

• Yes: to show the task “as is”, with Hours, Rate, and Total Amount
• No: to hide the task completely, including Hours, Rate, and Total Amount
• Description Only: to show the task for descriptive purposes, but exclude its Hours, Rate, and Total Amount
• Roll Up Only: to suppress sub-tasks but roll up their hours, (blended) rate, and total amount

With just these few simple settings, you can tailor the appropriate level of detail right off the real plan that will be used to execute the work. You can preview it, then when your ready, generate it, which then:

• creates a unique Estimate/Invoice Number for tracking purposes
• generates an official PDF
• automatically uploads the PDF into Workfront as a project document