Yes, you can easily create estimates directly within Ravetree. Estimates can be created from templates, or created manually, and they can be emailed directly to your clients from within Ravetree.

Yes, a proposal in Ravetree can clearly be marked as an Estimate or Quote that you can email directly to clients.

Yes, you can create client-specific rate cards with customizable start and expiration dates to ensure billing accuracy. The bill rates defined in your rate cards can be used to build estimates and quotes.

Yes, you can save time by creating reusable proposal templates for estimates and quotes.

Proposals can contain line items for labor, expenses, and service items. When enter labor you can specify the work role (e.g., Designer) and a number of hours. The bill rate for Designer will be used to calculate the line item amount. With expenses you can enter the expense category (e.g., Materials) and the unit price per item. Fixed price service items can be selected from your pre-defined list of service items.

Yes, you can generate a proposal from an existing project. The line items on the proposal will be determined from the budget information included in the project.

Yes, a project can automatically be created as soon as a quote or estimate has been approved by the client.

Clients can accept or decline a proposal directly via a secure link sent to them or through the client portal. You will be notified as soon as your client responds to the proposal.