Product Update: Estimates

Product Update: Estimates

October 09, 20241 min read

Product Update: Estimates

Sean here with Attractzen and I'm excited to announce another new product feature. This is a whole new feature. In addition to S of invoices. Now we have estimates. Estimates is perfect for if you're, you had to gather some initial information with a customer, whether it was the size of their business or it was really gonna determine what either product you recommend or what the pricing on the product would be. So this is right under payments now, right under invoices.

estimates, can click on new estimates, you can add in a particular customer in here, you can put in some estimate settings in terms of the issue date and expiry date, which is pretty interesting. You can add in a particular product if you want. So products that you already have that you're already selling, you can now deliver those as an estimate. And you can put in specific pricing, you can do specific terms and conditions, you can save this and send it later.

You can do all kinds of cool stuff in here. There is a settings area for invoices and estimates as well. So remember to put in your business logo, any other title, terms, email configurations, product settings. We've got lots of great training videos on this. Go and make it your own, thanks.

estimatesinvoicespayments
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Sean Goerss

Sean is most recently a Co-Founder of Attractzen - a recruiting and retention software for real estate brokers, recruiters, and attractors. Sean was co-founder in 2020 of Thrive Network, one of the top organizations at eXp Realty. Sean was formerly CEO and Founder of 14 Moves, the #13 team in the World with Keller Williams Realty, and #31 Team in the World across all brokerages as ranked by RealTrends. Sean grew up in real estate, helping to build the family real estate team to top in their market of Minneapolis / St. Paul, Minnesota, and eventually the top team in Minnesota and the Midwest.

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