MarketingPilot provides powerful integrated estimating features. Eliminate all those spreadsheets and word documents and welcome to a new world:

• Track an unlimited number of estimates.
• Estimates can have an unlimited number of line items.
• Email estimates to clients.
• Output estimates in Excel format.
• Create estimates without opening a new job or campaign.
• Link estimates to jobs, campaigns, events and programs.
• Estimates are linked to each client's dashboard.
• Find estimates by number, using text search or filter.
• Keep each user's estimates separate.
• Prevent unauthorized access or updates with built-in security functions.

Features

• Create client quotes with 1-click.
• Estimate costs, prices and time.
• Create invoices from estimates with a single click.
• Link estimates to invoices; easily compare them.
• Annotate estimates with notes.
• Send estimates to clients via mail or email.
• Integrated document management enables users to attach related documentation including contracts, emails, faxes, mockups, PDFs, etc.
• Track estimate versus actual; match services and expenses.
• Create estimate templates - avoid re-keying common estimates; avoid mistakes caused by missed items.