Creating Estimates

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 (learn more).

Creating Estimates #

1

Open Estimates.

2

Click +New Estimate.

3

Select a client company or enter a new one.

4

Enter the address and choose a currency.

5

Add the items, quantity, cost, and the tax (if applicable).

6

Add a discount (optional).

7

Add a note for the client or a private comment (optional).

8

Click Save Changes.

After creating an estimate, you’ll be able to to preview and edit it:

  • Click Edit Invoice Design to customize the appearance (learn more).
  • Click Edit Estimate to update the details.
  • Click ... and then Cancel Estimate to discard it.
  • Click Download PDF to preview the estimate.

Sending Estimates #

1

Open Estimates.

2

Open an unsent estimate.

3

Click Send by Email.

4

Enter one or more recipients.

5

Enter the email message.

6

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 re-send a lost estimate to other clients.