Signature Bank of Arkansas Business Banking User Guide

145

10

11

12

13

10. To add an additional product or service, click the “+Add item” link. 11. To add a discount, click the “+ Add Discount” link. Use the drop-down to select a discount type. Enter a discount and click the “Apply Discount” link. 12. To edit sales tax, click the “Edit sales tax” link, click the toggle, enter the sales tax rate and click the “Save changes” link. 13. (Optional) Enter a message. 14. After completing an estimate, you have a couple of options: a. Click the Send estimate button to send the estimate. b. Click the “Preview estimate” link to see what your customer will see when receiving this estimate. c. Click the “Save to list” link to create the estimate, but not send it.

Autobooks: New Estimate

Made with FlippingBook Digital Proposal Maker