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Estimates

Table of Contents

Create an Estimate #

To add an Estimate just go to the Dashboard and follow the steps below:

  1. Click on CRM > Estimate
  2. Click on Create New Estimate or Let’s Start Creating button

Then it will move to the Select Template tab.

  1. You will find various Estimate Templates here.
  2. By clicking the Full Preview button, you can see the Demo.
  3. You can select a template by clicking the Select button.
  4. Then click on the Continue button to go next step.

Then it will move to the Add Content tab. Here you need to fill up all the necessary information.

  1. Choose the Estimate date, Due date from here.
  2. Choose Business from here. From where you want to send your estimate.
  3. Choose Receiver/Client from here where you want to send your estimate.
  4. Add your necessary Estimate Items by filling Title, Description, Quantity, Quantity Type, Rate/Price etc.
  5. Here you will see Subtotal, add your Tax info here if needed.
  6. Add your short Note if needed.
  7. Add your Terms and Condition if needed.
  8. Add a Signature here uploading a signature image from your computer.
  9. You can change Estimate Primary Color from here.
  10. Here you will see this Estimate Live Preview.
  11. Then click on the Save & Continue button to go next step.

Then it will move to the Preview & Share tab.

  1. Here you will see Live Preview.
  2. Here you can Edit, Download and Print Estimate.
  3. Here you can Share and Send Estimate.
  4. Click on Send Email button to send email.

Then a mail sending form will appear, here you can also change your necessary information.

  1. This is the Email Subject.
  2. This is the Email Description.
  3. Click on Send Email button to send Estimate to your Client.

Edit an Estimate #

To edit Estimate just go to Dashboard and follow the steps below:

  1. Click on CRM > Estimate
  2. Click on the Action button.
  3. Click on the Edit option.

Estimate Settings #

To Edit Estimate Setting just go to Dashboard and follow the steps below:

  1. Click on CRM > Settings
  2. Click on the Estimate tab
  3. Click on the Sub tab which section you want to change
  4. Change your setting from here.
  5. Click on the Save button.