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.
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Expenses, Hours, Issues, Other, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, Embedded, Simplification |
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.
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:
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:
PRICING
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From $7,999/Year (unlimited use)
Your first year’s annual license of our Estimate/Invoices solution includes branding, installation, and training. And because it’s based on our Magic Reports technology, if you’d like us to tailor it to suit your needs exactly, we’d be happy to discuss a fixed quote to do so.
Other Reporting Solutions…
Our Magic Reports solution allows you to engage us to create informative and professional custom reports tailored to your exact specification, maximizing the value of your Workfront data, your images, and your investment.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Calendaring, Configuration, Financials, Reporting, Resourcing |
| WHEN | Since 2017 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Automation, Embedded, Simplification |
Our UberGantt solution lets you create dynamic Gantt charts of any Project and Tasks of interest in real time then save as PDF, Word, Excel, Image, or PowerPoint
| HOW | Annual License, Glossy, Video |
| WHAT | Calendaring, Reporting |
| WHEN | Since 2017 |
| WHERE | Custom Data, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Embedded, Simplification |
