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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Make and send an estimate

An estimate is the price you offer a customer. They can accept it or decline it from a link, and once accepted it becomes an invoice in one step.

Where

Sales & CRM › Customers & Estimates › Estimates

Who

Anyone allowed to create estimates.
1
Press + Create new estimate.
2
Under Customer & details, choose the Customer first: the estimate is in the customer's currency. Set the Expiry date. Link a Project or a Deal if it belongs to one, and choose the Sale agent.
3
Under Line items, search or select an item from your catalogue. Set the Qty, Rate and Tax. Tick Optional for a line the customer may take off: a line they switch off is not charged and does not become an invoice line.
4
Under Notes & terms, write the Client note. Under Totals, press + Discount or + Adjustment if needed. Under Payment milestones, + Add milestone sets a payment schedule agreed with the customer. Press Create estimate. It starts as Draft.
5
On the estimate, press Send to customer, tick the contacts to send it to and press Send it.
Only contacts allowed to see estimates on the portal are listed. If none is, give a contact the Estimates area on the customer's Contacts tab first.

The customer opens the link and accepts or declines. The estimate's status moves through Draft, Sent, Accepted, Declined or Expired.

The list

Under the screen's name one line counts the estimates and their value. A card for each status shows how many there are; press one to see only those. ▦ Pipeline shows them as columns, ☰ Table as rows. The Engagement column says whether the customer has viewed the estimate. Show archived brings back archived ones; ▾ Filters and Export work as on every list.

The Estimates list: a card for each status, then the estimates
The list showing the draft estimates only

The estimate’s page

The head shows the number, the customer and the status, then Send to customer and More ▾ (Turn into an invoice, Turn into a sales order, Edit, View PDF, Download). Once the estimate is accepted, Turn into an invoice and Clear the acceptance stand in the head, and a band says that editing it makes a new version and cancels the acceptance.

TabWhat it is forWhat you can do there
DocumentThe lines, notes, totals, payment milestones, acceptance and status.The status buttons, Clear the acceptance, Turn into an invoice.
TasksTasks about the estimate.+ Create task.
ConversationQuestions the customer asked about it, and your answers.Send.
NotesNotes on the estimate.+ Add note.
ActivityWhat happened since it was sent: who opened it, and when.—
SharingThe links sent to each contact, and what the customer sees.—
An estimate's page, Tasks tab
An estimate's page, Conversation tab
An estimate's page, Notes tab
An estimate's page, Activity tab
An estimate's page, Sharing tab

What Flowrica does here

On the list she can make the estimate with you, one question at a time (Create an estimate); nothing is saved until you press the form's own button. You can ask her about the screen, for example How many estimates became invoices?

Before: Win or lose a deal · Next: Turn an estimate into an invoice