Archive for the ‘estimates’ tag
New Search Functionality
We’ve just rolled out an update to our system that adds simple searching capabilities to Ronin. Attentive customers would probably have noticed that we’ve had client and contacts search for some time now, but since we’ve released that, we’ve received a lot of requests to move that functionality over to invoices, projects, and estimates.

Search is pretty much straight forward. For invoices and estimates, you can enter your document number, subject, or client name. For projects, you can enter either the project name or client name and the relevant items will show up. For the most part, searches are instantaneous and will return results to you immediately, even with partial keywords.
Give it a go – we really think this small but important update will help everyone kick more invoicing ass.
New Product Feature: Estimates
We’re always looking to improve our offering here at Ronin, and one feature we’ve received several requests for was the ability to send estimates. Unfortunately, everyone’s daily workflow is different – drafting and sending estimates is no exception. We’ve tried to incorporate as much feedback as possible, and while we’d love to including every feature detail from numerous email threads about this feature with our customers, sometimes we have to call the shots that make sense.
So log in to your Ronin account and you’ll notice a new estimates tab. Hit the “New Estimate” button and you’re on your way. After drafting the estimate, hit “Send Estimate” and your client will receive the estimate in his or her email. The client can then respond by leaving comments, accepting or declining your estimate.

Estimates can easily be accessed from the main interface

Send estimates to clients via email

Clients can accept or decline estimates right in the web interface.
It’s all very simple (we hope) and there isn’t too much different about drafting an estimate and an invoice. We hope we’ve nailed it, but we’d love to hear any feedback.
