Creating an Estimate

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Create and customize professional Estimates that make your small business stand out to customers. Add your company’s branding, pricing, notes, and attachments as necessary.

Creating an Estimate;

  • Go to Sales on the Navigation Menu.
  • Select Estimates in the drop-down options.
  • On the Estimates page, click on New Estimate.
  • Enter Company and Billing details.
  • The company and billing details include but are not limited to Customer, Title, Logo, Date, Order number, and more.
  • Add a recipient to the Estimate by selecting Add a Customer.
Creating an Estimate
  • Click on New Customer, and enter the customer details. The Customer’s Name and Payment Currency are required fields.
  • Then, Save.
  • Click on Add an Item to add services or products. Enter the item name, description, quantity, and price.
  • The Estimate total price is automatically calculated.
  • After entering the necessary details, click Save.

You can add Notes to Estimates for instructions to the recipient.

The Advanced option lets you define a Footer, Category and upload Attachments where necessary.

Before Creating an Estimate, please note that the Estimates feature is not by default on the Standard plan and requires purchasing the app separately or subscribing to the Elite Plan.

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