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Overview Until now, getting a Clear Estimates proposal signed by a client meant exporting the PDF, importing it into a...
May 28th, 2026 473 views 0 likes
Note The Options tool is now located in Tools > Options . Overview A professional proposal goes...
June 8th, 2023 3485 views 0 likes
Customize Your Proposal Settings Your proposals pulls information from several different places in Clear Estimates. Your company info, customer's contact...
July 29th, 2021 4975 views 1 likes
Overview You can email your proposal directly to your customer from Clear Estimates. Proposals are electronically signable in Clear Estimates...
February 17th, 2021 6772 views 1 likes
By default, your proposals do not show the line item costs. With just a couple of clicks, however, you can...
February 12th, 2021 8424 views 10 likes
Understanding Report Text Clear Estimates gives you flexibility with line item text – making it easy to have custom...
February 17th, 2021 6657 views 1 likes
In this article, we’ll be discussing how to edit your boilerplate language. Boilerplate is contractual language you add to your...
February 17th, 2021 13824 views 16 likes
Overview Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to...
February 17th, 2021 8312 views 2 likes
Click “Projects” Click “Send to Customer" (top right) Click "Activity History" Overview So you’ve done the work creating your estimate...
February 17th, 2021 6865 views 3 likes
Overview You've worked hard putting your estimate together - adding parts, setting up components, and calculating markup. Now it's time...
June 25th, 2021 7992 views 1 likes
Financing with Acorn Finance Clear Estimates has partnered with Acorn Finance to give you an easy option to offer financing...
June 4th, 2021 5682 views 1 likes
Note This article is for adjusting which categories print on a proposal. If you want to change a category in your...
June 29th, 2021 5665 views 0 likes
May 26th, 2022 3702 views 0 likes
1. Click Tools > Options 2. Under “Report Settings”, click Formal 3. Click "Includ e Alterna te line item details" 4. Click "Save"...
August 11th, 2022 4378 views 0 likes
Pro Feature This is a PRO feature only available on Clear Estimates PRO plans. See how to upgrade to PRO:...
May 8th, 2024 3893 views 3 likes
Below is a brief overview of your report settings options in Clear Estimates! (from our Proposals & Documents webinar). ...
September 16th, 2024 1399 views 0 likes
Below is a quick explanation on how to print Preliminary and Subcontractor proposals from a project. (from our Proposals &...
September 16th, 2024 1420 views 1 likes
Below is a brief overview of your Custom Filters & Reports options on Clear Estimates Pro! (from our Proposals &...
September 16th, 2024 1412 views 0 likes
Need to print out a line-item detailed breakdown of your estimate, perhaps for insurance work? No problem! Here's a short...
February 12th, 2021 7675 views 4 likes
September 23rd, 2021 3290 views 1 likes
Click “Reports” Click “Cost Status” Click “Print Report” to review Hover your mouse over “Print Report” to save as .pdf...
February 22nd, 2021 6057 views 1 likes
Overview By default, your part's report text should include the part quantity (QTY) and will display that on the...
May 19th, 2025 882 views 0 likes