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Square Community Moderator

Multi-Package Estimates for Invoices Now Recruiting in Beta

Square Invoices has launched a new Estimates beta feature for a limited time trial to help you easily secure new work and include multiple packages in every estimate. Square Invoices is exploring a series of premium features to help you manage your business better and Multi-Package Estimates is the first that we are releasing to the public. For a limited time, you can use this feature for free.

 

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Multi-package estimates allows you to: 

 

  • Save time with customizable estimates. Stop creating multiple estimates for the same job. Present a few options at once with different price points per package. 
  • Cut down on the back-and-forth. Spend less time scoping and pricing with your clients when you present them with more than one choice from the get-go. 
  • Quickly close sales from anywhere. Convert an accepted estimate package to an invoice with one click.
  • Easily request payments. Request a deposit or set up invoice payments through Square. 

To try out the new feature, navigate to the Estimates tab . From there, simply follow the typical estimate set-up process, and the option to โ€œAdd packageโ€ will appear on the โ€œEstimatesโ€ page under your items list. 


Note: This feature will only be available on a limited time trial basis, and has limited functionality on the Square Point of Sale mobile app. The feature is not available on the Square Invoices app. For full usage, check it out in your Square Dashboard.

 

To learn more about sending estimates with multiple packages, visit our Support Center


If you have any questions or feedback, please feel free to reach out to the beta team at betafeedback@squareup.com. Thanks!

Michelle (she/her)
Senior Beta Manager, Square
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