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Estimates

Estimates Overview

An Estimate is a document that you give to a customer, showing how much you expect to charge them for goods or services you're going to supply. If you give an estimate to a customer, you're still allowed to charge them more (or less) on the invoice when you actually come to supply the goods or services. Proposals are for existing clients. If you want to create for leads, then create Proposal.

The CRM system allows you to create and record your Estimates between you and your clients. You can mange all Estimates, their details and progress by clicking on Finance -> Estimates in the left sidebar menu.

Estimates List​

The Estimates list displays all of yours Estimates and their essential information such as the Estimates name, client, amount, start, and end date.

Estimates List Figure.01 Estimates List

Export​

You can export the list of Estimates by clicking on the Export button.

Action Column​

Click on the three vertical dots to access more options in the Action column in table view. You can perform the usual View, Edit or Delete operations along with other operations.

  • Copy Public Link: The copy public link option creates and copies a URL link of the Estimate that can be shared with anyone who is not registered on the CRM system.

  • Duplicate Estimates: The duplicate Estimate option lets you copy the Estimate.

  • Download: This options lets you download the Estimates locally onto your system.

  • Create Invoice: The create invoice option lets you create an invoice for the Estimates.

Estimates List Figure.01 Estimates List

Create Estimates​

You can directly create a new Estimates without going through the lead process. To create a new Estimates, click on Create Estimates. Select the appropriate Estimates type, if a Estimates is a company then select Company if its an individual then select Individual. The form fields will change accordingly. Fill in all the required details and click save.

Create Estimates Figure.04 Create Estimates

Edit Estimates​

You can edit all the Estimates details by clicking on the edit option under the Action Column.

Edit Estimates Figure.05 Edit Estimates

View Estimates​

You can view all the Estimates details by clicking on the view option under the Action Column.

View Estimates Figure.06 View Estimates