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hello vipers let's talk about

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estimates so espis is a new feature in

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vipe cloud

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and what this does is it allows you to

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send off an estimate or quote however

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you want to refer

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to it to uh to your contacts

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as a way to close a deal

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and bike cloud makes this easy because

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we're tracking all of that

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information that is going to exist on

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that

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on that estimate before you're sending

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it off so

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whereas you might have traditionally

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been sending this through your

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bookkeeping

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software uh that bookkeeping software

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isn't aware of the sales process that

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leads up to that stage

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your crm is so um

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with that being said this all i can also

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integrate with your quickbooks if you're

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a quickbooks user

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uh vip cloud has an integration that it

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

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of information back and forth from from

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quickbooks and make all this easy so if

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you have quickbooks we recommend that

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you sync

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and uh what you can then do is pull over

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all of your uh

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product and or service information uh

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from quickbooks over into vipecloud

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

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you're able to use this

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feature without a quickbooks integration

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and your these products and service

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information is going to be really

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important to get into this uh before you

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get started

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so you can head over to customizations

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right here scroll down

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and you will see products right here

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simply

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click here to add product add any

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information that you'd like right here

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really just the name is all that is

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mandatory but it's probably good to have

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your price in there as well and you can

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also uh

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add categories as well to group all

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these

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uh products and services together as

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you'll see right here we've got like

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parts and parts

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so those are categories right there so

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you're going to find your

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estimates and opportunities together

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under this deals tab and it's because

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they go hand in hand with one another

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every estimate does need to be

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associated with an opportunity

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so let's actually start from the

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opportunity since this is how the

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the sales process typically works is you

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first have an opportunity

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you work through your pipeline they say

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they're interested in receiving an

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estimate and you fire that off to them

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so let's go into this example right here

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you're also able to add your products

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to your opportunities ahead of time so

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you can see right here we've got the

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flywheel an hourly shop rate and

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and also you can actually see there's

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already an estimate associated right

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here

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um and then to add another estimate

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you can click right here you can click

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right here both will do the same thing

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and what you're going to notice here is

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that like i said

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tons of information is already filled

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out and it's because this information

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has been collected through that sales

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process

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so we've got the opportunity to which

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this is

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associated right here we have the

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contact and of course if you want to

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switch i need this

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little drop down right there and then we

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have a line item for

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each uh product type that we that we

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have here

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so uh we got a flywheel right here

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let's make this two hourly shop rate i

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think i think flywheels aren't easy to

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change just make that uh

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six hours um and

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uh yeah then we've got tax information

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here that can also be all

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imported over from uh from quickbooks

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each line item can have tax added or

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or not and uh and then also of course

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you can add discounts here as well

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if needed so let's say this people had a

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50 coupon let's add that right there

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and of course you can um make this

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pre-tax post tax whichever uh whichever

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you prefer

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and then down here some you know basic

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stuff we have

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four different statuses for this uh

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for this estimate right here when it is

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when it's due when it might experience

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when it was

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sent out when it might expire billing

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information here and then optionally we

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have this this quickbooks

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sync so you can choose if and when it is

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synced with quickbooks

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um and yeah then let's hit save and send

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and what's really cool here is that

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you're going to see that this has a

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this is all done digitally you're what

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you're sending to them is basically just

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a

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link that is going to uh

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display that estimate for them and then

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they are able to

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accept or reject it from there

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so we look right here this is what

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they're going to see

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and voila now note that every place you

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see a vip cloud here is just simply

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because this is a vip cloud

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account this will all have your own um

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have your own branding on it

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and they can just click here and accept

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that easily