Onsite

Use a bundle when you want to give a customer more than one estimate option to choose from.

Select Add an estimate to create a bundle.

Prepare and review each additional option, then follow the steps on screen.

1. Open the estimate in the builder.
2. Prepare the first estimate option.
3. Select Add an estimate to create a bundle.
4. Prepare and review each additional option, then follow the steps on screen.

The Estimate actions menu includes Print estimate and Delete estimate.

Important: Check that you have the right estimate open before you select Print estimate or Delete estimate.

- Create an estimate
- Find estimates and invoices

Give a customer more than one estimate option by adding estimates to a bundle.

Offer options with an estimate bundle

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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Offer options with an estimate bundle

Print or delete an estimate

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