Creating & Sending Estimates

hello vipers let's talk about

estimates so espis is a new feature in

vipe cloud

and what this does is it allows you to

send off an estimate or quote however

you want to refer

to it to uh to your contacts

as a way to close a deal

and bike cloud makes this easy because

we're tracking all of that

information that is going to exist on

that

on that estimate before you're sending

it off so

whereas you might have traditionally

been sending this through your

bookkeeping

software uh that bookkeeping software

isn't aware of the sales process that

leads up to that stage

your crm is so um

with that being said this all i can also

integrate with your quickbooks if you're

a quickbooks user

uh vip cloud has an integration that it

has a lot of that's able to send a lot

of information back and forth from from

quickbooks and make all this easy so if

you have quickbooks we recommend that

you sync

and uh what you can then do is pull over

all of your uh

product and or service information uh

from quickbooks over into vipecloud

but if you don't that's quite all right

you're able to use this

feature without a quickbooks integration

and your these products and service

information is going to be really

important to get into this uh before you

get started

so you can head over to customizations

right here scroll down

and you will see products right here

simply

click here to add product add any

information that you'd like right here

really just the name is all that is

mandatory but it's probably good to have

your price in there as well and you can

also uh

add categories as well to group all

these

uh products and services together as

you'll see right here we've got like

parts and parts

so those are categories right there so

you're going to find your

estimates and opportunities together

under this deals tab and it's because

they go hand in hand with one another

every estimate does need to be

associated with an opportunity

so let's actually start from the

opportunity since this is how the

the sales process typically works is you

first have an opportunity

you work through your pipeline they say

they're interested in receiving an

estimate and you fire that off to them

so let's go into this example right here

you're also able to add your products

to your opportunities ahead of time so

you can see right here we've got the

flywheel an hourly shop rate and

and also you can actually see there's

already an estimate associated right

here

um and then to add another estimate

you can click right here you can click

right here both will do the same thing

and what you're going to notice here is

that like i said

tons of information is already filled

out and it's because this information

has been collected through that sales

process

so we've got the opportunity to which

this is

associated right here we have the

contact and of course if you want to

switch i need this

little drop down right there and then we

have a line item for

each uh product type that we that we

have here

so uh we got a flywheel right here

let's make this two hourly shop rate i

think i think flywheels aren't easy to

change just make that uh

six hours um and

uh yeah then we've got tax information

here that can also be all

imported over from uh from quickbooks

each line item can have tax added or

or not and uh and then also of course

you can add discounts here as well

if needed so let's say this people had a

50 coupon let's add that right there

and of course you can um make this

pre-tax post tax whichever uh whichever

you prefer

and then down here some you know basic

stuff we have

four different statuses for this uh

for this estimate right here when it is

when it's due when it might experience

when it was

sent out when it might expire billing

information here and then optionally we

have this this quickbooks

sync so you can choose if and when it is

synced with quickbooks

um and yeah then let's hit save and send

and what's really cool here is that

you're going to see that this has a

this is all done digitally you're what

you're sending to them is basically just

a

link that is going to uh

display that estimate for them and then

they are able to

accept or reject it from there

so we look right here this is what

they're going to see

and voila now note that every place you

see a vip cloud here is just simply

because this is a vip cloud

account this will all have your own um

have your own branding on it

and they can just click here and accept

that easily