Service offer templates
Estimade supports process automation in companies by reducing quote building from scratch. Accelerate your company's service quote building using templates.
Keep repeatable quotes as templates
You can save any backlog in the system as a template. So, for example, if you specialize in WordPress-based landing pages, it would be a good idea to carefully detail the tasks that need to be completed to create a professional landing and save them to templates.
This will ensure that you don't miss any part of the service delivery process during subsequent quotes.
Use templates as starting points for your new quotes
In Estimade you can create as many templates as you want. So it's worth thinking of a quote template for each service you offer to focus only on refining your quotes (amounts, risks, additional custom features), instead of having to make sure once again that some basic task has been left out of the quote.
However, if you find that a task has been omitted, you can update the template. This way you are sure that all tasks will be included in future bids.
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