What's new in Jawad Zafar Estimates

Pro features

• Card payments with Stripe Checkout: deposit, next stage or full balance, recorded automatically, with a webhook as a backup. Test and live modes.
• PDF copies of every proposal, with the signature once signed, attached to emails and downloadable by you and your client.
• Automatic follow-ups: a reminder if a proposal is not opened, and another before it expires. Can be switched off per proposal.
• Estimate templates: save any estimate and start new ones from it.
• Photos and documents on proposals, from the Media Library, shown as a gallery and in the PDF.
• Classic, Modern and Minimal proposal designs, and five bundled fonts plus the system font.

Included from the free version

• Cost library with CSV import and export, and sample prices for 16 countries.
• Setup wizard for currency, tax and units.
• Estimate editor with sections, waste, markup, overhead, contingency, import duty, freight, fees, discounts and live totals.
• Optional upgrades, automatic versions, e-signature, deposits and payment schedules, offline payments.
• Branded HTML emails, SMTP presets, inbox check, email log with resend, activity log, dashboard and demo data.

Features

• Unlimited estimates and proposals with the cost library, live totals and private margin.
• Private client links, optional upgrades, e-signature, request changes or decline.
• Deposits, payment schedules and payment tracking, with bank, cheque and cash instructions.
• Branded emails, SMTP presets, inbox check, email and activity logs.