How to Create and Send Estimates

Modified on Mon, 28 Oct at 1:54 AM

What's New?

We are thrilled to announce the launch of our new Estimates feature!
This addition allows you to create estimates and share them with clients before sending the final invoice.
Clients can simply accept/reject the estimate.
You can directly convert this estimate into an invoice and then send it with ease.

How to Use?
Access Estimates

Go to your account -> Select Payments
Click on Invoices and Estimates -> Select Estimates

Create an Estimate:
To create an estimate, click on the 'New' button and enter details such as business information, customer information, estimate number, and expiry.
Add products to the estimate and click on send.

Send to Client:
Review the estimate and send it directly to your client via email or SMS.
Client Actions:
Clients can accept or reject the estimate:
- Clicking "accept" marks the estimate as accepted.
- Clicking "reject" allows clients to add notes, and the estimate will be marked as rejected.
  Users can also mark the estimate as accepted/rejected if confirmed by phone.Convert to Invoice
- Click on a sent estimate item.Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.
  
  Track
- Keep track of all estimates in different stages: Draft, Sent, Accepted, Declined, Invoiced.
- Track the value of estimates in the pipeline from the cards at the top of the dashboard.
- Track notes added by users on the dashboard and within the estimate builder.
Others
- Customize: Customize the estimate by adding your company’s branding, terms, and adjusting in settings.
Why We Built It?
The Estimates feature was built to complete the payment suite for all your business needs!
- Create an estimate
- Get a Document Signed
- Send an invoice