Here’s a quick guide to help you get started with Planyard’s cost estimating and client quoting features.
Here’s a 4-minute guided video on quickly getting started.
Quick Setup:
- Set Up Company Details: Go to Company → Settings and fill in your company details. These will automatically appear on the PDF quotes you send to customers.
- Review & Update Quote Terms Template: Navigate to Company → Company-wide features → Budgeting pipeline stages & Client quote terms to customize your default quote terms.
- Learn More: Explore the knowledge base for a detailed guide on using the estimating functionality effectively.