|
Forms Custom Made for
your Company
Paint Estimator allows you to
customize the
the Contract / Proposal, Invoice, change order,
questionnaire, interior & exterior proposals, detailed project specs,
and Letter
forms specifically for your
company. Which includes adding all your company's information such as:
Company Name, Address, Phone Numbers, Company Logo and Slogan, Legal
Clauses and Hourly Rates etc.
Required Steps to
Custom make these forms for your Company.
The Contract / Proposal,
Invoice, change order, questionnaire, interior & exterior proposals,
detailed project
specs, and Letter
forms are all customizable
specifically for your company. Any text that is in a box / surrounded by
borders is changeable, simply delete the existing text and add your own.
Each form says the following:
You can edit all
text in borders/boxes, when printed borders vanish, click print to view,
you can delete this.
Inserting your
custom made logo
You will need to delete the
existing logo first by clicking the button
Del,
to insert your company's custom
made logo click the
Browse
button it will allow you to search your hard drive for your custom made
logo and it will place it in the same location as the logo you just
deleted.
Note: you will need to know where
your custom made logo is located on your hard drive (It's path), so you
can easily browse to it.
The logo size must not exceed the
size of the existing logo = 133x93 (133 width 93 height) you
should not exceed the 93 height, this will force the form to be printed
on two separate pages, the width can exceed the 133, by a little bit. Be
sure when having your logo made to tell the logo maker of this size
limit (133x93). You will want to have it in a
.jpg format.
Note: The logo
must be made in a .jpg format.
Inserting your
digital signature file
There is a
signature
browse and delete button located on all the forms , it allows you to
insert your digital signature file, it will get inserted into the same
location as the existing Jon Doe signature file.
Note: The logo will automatically
get inserted into the all of other forms. The signature file will have a
delete and browse button on each from, this allows you to print or send
the forms with or with out your signature.
Printing, Emailing and Faxing
the Contract / Proposal Forms
The Contract / Proposal,
Invoice, change order, questionnaire, interior & exterior proposals,
detailed project
specs, and Letter forms
can be printed, faxed or emailed directly out of Paint Estimator.
- Click the
Print
button located in each of the forms header
- Click
File
on the top menu
- Click
Print
- Next to Name click the
down arrow
and choose correct printer:
To print select the correct
printer: (that prints to a printer)
To Email select PDF printer
To fax select the Fax
Note: You must have installed a
PDF printer in order for the PDF option (PDF allows you to email the
form) to show up in the list.
You can download a PDF printer
from our website for free its located on our contract/proposal page at
http://www.paintestimator.net/ContractPropinfo.asp please refer to
instructions located on the page.
Templates - Copy and Paste
The Contract / Proposal form has a box called Performed Services, it
describes to your clients what services will be performed. Paint
Estimator has also included a form called Templates. The Templates form
provides templates that you can fill out describing each type of Paint
and the services that will be performed to apply it. Since many of the
services performed are the same for each paint job, there is no need to
type them in manually every time. Simply type into the template form the
services that will be performed for each type of paint job, and then
copy and paste them into the Contract/Proposal form over and over again
as needed. (It is a real time saver). You may also use the templates
form to copy and paste common used phrases for all the forms in the
contract/proposal form.
Mailing the Forms
To Mail your
custom made forms just print it out, fold it in thirds with the client
information showing in the front, slip it into an envelope that has a
window in the front so the client information is showing, preferably an
envelope with your logo and company name, place a stamp on it and put in
the mail. It's that
easy!!!
Emailing the Contract/Proposal Forms as an attachment
The Contract / Proposal,
Invoice, change order, questionnaire, interior & exterior proposals,
detailed project
specs, and Letter forms can
be sent as an email attachment directly out of Paint Estimator, by
clicking on: File - Printer
or Ctrl-P, both ways will bring up a list of available printers,
simply select the printer named
PDF and click OK. To send the form as an
Email, you must 1st install a
PDF printer
Instructions on how to Download and Install a pdf
printer
(It is so easy!!),
1st you must download the pdf printer, view the download Instructions
below / 2nd you must install the pdf printer - after you download it,
you simply double click it, that's it!!
NOTE: You must have a pdf printer installed on you computer. To install
pdf printer
You must download and install pdf printer on your computer in
order to send the forms in Paint Estimator as an email
attachment
DOWNLOAD PDF PRINTER
Right Click Download Button and click - Save Link As -
PDF Printer
Select a place to save it to, so you can find it and
install it.
To install the pdf printer simply double click
the file BullzipPDFPrinter_1_0_0_1082.exe file you downloaded click
OK to all the prompts, that's it, the pdf printer is now installed.
Now that you have installed the pdf printer, you are ready to start
sending the forms in Paint Estimator as Email attachments,
it's so easy!! Open up Paint Estimator - Navigate to the form
you want to send as an email attachment, Click the Print button on
the forms header, Click Printer choose the Bullzip PDF Printer,
select a place to save it to by clicking on the 3 little dots . . .
this will open up to allow you to browse to a place on your hard
drive to save your form to, we recommend you writing this path down,
so you will be able to find your form (you may also want to rename
your form prior to saving it, simply delete the existing file name
and add your own new file name.
Note: Format box directly above the file name, this allows you to
send the form in any format you choose, this is a super cool feature
you can choose .jpg and form will be formatted as .jpg and the
attached file will automatically get opened at the recipients end
with out having to have a .pdf application installed.
OK you have now sent your file out of Paint Estimator and to the
hard drive in what ever format you told it to (.pdf, .jpg etc.). Now
you will need to find the file on your hard drive, once you find the
file you can simply Right click it and choose Send to and select
mail recipient this will automatically open up your email editor
(outlook, outlook express etc) and automatically attach the file to
the email. You will need to fill out the email so it gets mailed to
the correct person don't forget to fill in the body and subject,
click send that's it. You can also simply open up your email and
select attach file and it will allow you to search for the file.
You can also fax the form using this
exact same method, you will select fax, send to and select fax
recipient.
You can use this as a guide
to help you to customize each form in Paint Estimator!!
|
|
All the text that is in a
box/surrounded by borders can be edited, for instance the
text
INTERIOR EXTERIOR
(555) 555-5555 Fax: (555)
555-5555
2412 Roll Cir. Paint City, CA
Lic. 28240z
is surrounded by borders and
can be edited, simply delete the existing text and enter
your own text.
Notice the client info. is not
inside a box/surrounded by borders, so it can not be
changed.
Every form in Paint Estimator
uses this same format, so you can easily see what text areas
you can customize specifically for your company.
Note: The logo can be deleted
and your companies custom made logo can be inserted, simply
by clicking the Del button located under Logo on the forms
header and then clicking the Browse button to located and
insert your new logo. Follow these same steps for inserting
you personal digital signature file. Located next to
Authorized Signature:
<-- Notice how this text is
is surrounded by borders, this means you can edit/change
this text. Once the
text is changed you do not need to click save it will
automatically get saved.
Note: All the borders will
disappear when you print the forms, to view what it will
look like when it is printed click the print button located
in the forms header. To print the form you will need to
click File -
Print from the top menu and
then select your printer. |
|
Call Toll Free!
|
 |
|
1-888-524-3464 |
|
1-888-5-BIDING |
|
