Create a new estimate
To create a new estimate go to, Sales ➝ Estimates ➝ Create Estimate ➝ fill fields ➝ click ‘Save’ or ‘Save and Send’
You can also find the ‘Create a new Estimate’ feature in the Quick Toolbox
View or edit an estimate
You can view an estimate by clicking on its name on the grid (Sales ➝ Estimates).
This will show you the view your clients will have of the estimate and is how it will look if printed.
To edit an estimate click on the pencil icon in the estimate preview or open the ‘Edit’ link from the row end menu on the grid.
Estimate data – description
When you open an estimate page – you’ll see the following data and customization:
Estimate title – this may simply be an internal note and will be displayed on the estimate grid
…Or it can be used as text under the estimate name on final version of the estimate document.
If you wish to include the title in the final version go to, Settings ➝ Preferences ➝ check-box ‘Show invoice/estimate title on the preview’.
‘valid for’, ‘valid until’ – this field shows the client how long your estimate is valid for. ‘term’ – mean how much days invoice based on this estimate will be valid for payment.
‘language’ – the language used in the estimate document
‘pdf template’ – the default design of estimate document
‘currency’ – the currency of the estimate
Estimate items – this is the body of the invoice. You can choose tasks or items from the existing product list or create new product point.
‘internal note’ – a note which will only be visible whilst you are editing the estimate
‘client note’, ‘terms and conditions’ – these will be displayed on estimate preview.
Send an estimate to a customer
You can send an estimate by clicking ‘Save and Send’ on the create/edit estimate page.
You can also send estimates by clicking, ‘Send to Client’ on the row end menu.
…Or by clicking ‘Send to Client’ on the bulk actions