Creating Estimates

30 Jan 2020 in: Invoicing

Estimates help you negotiate project expenses with your clients or to evaluate how much a project will cost. Only Owner users and Members with access to invoices and estimates can create estimates.

Creating Estimates

Open Estimates.
Click +New Estimate.
Select a client company or enter a new one.
Enter the address and choose a currency.
Add the items, quantity, cost, and the tax (if applicable).
Add a discount (optional).
Add a note for the client or a private comment (optional).
Click Save Changes.

Sending Estimates

Open Estimates.
Open an unsent estimate.
Click Send by Email.
Enter one or more recipients.
Enter the email messages
Click Send Estimate.

When the client responds and you reach an agreement, you can mark the estimate as Won and Start a Project based on this estimate.

If not, mark the estimate as Lost. All lost estimates remain visible until you decide to move them to trash. You can also edit or resend a lost estimate to other clients.