Estimates are a vital part of managing client interactions and project proposals, allowing businesses to provide detailed cost breakdowns before services are rendered. Users can create, track, and manage estimates through the Estimates tab, located under the Payments section. This guide will walk you through the key features of the Estimates tab, ensuring a clear understanding of how to use and maximize this functionality for your business needs.

Navigate to the Payments tab, then select the Estimates option from the Invoices & Estimates dropdown to begin.

Settings #

Adjust the payment, product, reminder settings, and other configurations for your invoices and estimates by selecting the Settings option.

New Estimate #

The New Estimate button enables users to create an estimate from scratch. This feature guides users through the process of entering details such as items, quantities, pricing, and customer information to generate an estimate.

Overview #

The Overview section provides a summary of all estimates created, displaying key metrics and insights. This feature allows users to quickly assess the status and performance of their estimates at a glance.

Date Range #

The Date Range filter allows users to specify a timeframe for viewing estimates. Users can select custom date ranges to narrow down the results, making it easier to analyze estimates based on specific periods.

Search #

The Search function enables users to quickly find specific estimates by entering the name of the customer or quote. This feature enhances efficiency by allowing users to locate estimates without scrolling through the entire list.

Estimates Table #

The Estimates Table displays all estimates in a structured format, providing an organized view of key information. This feature allows users to easily identify estimates based on various criteria, such as date created, status, and customer name.

• Quote Name: The designated title for each estimate, serving as a unique identifier that helps users quickly recognize and differentiate between various estimates.
• Estimate Number: A unique identifier automatically assigned to each estimate for tracking purposes, facilitating easy reference and organization.
• Customer: Indicates the name of the individual to whom the estimate is issued, associating each estimate with a specific client.
• Issue Date: Specifies when the estimate was created, important for tracking timelines and ensuring timely follow-ups.
• Value: Represents the total monetary amount of the estimate, including all items and services listed.
• Status: Indicates the current stage of the estimate, such as “Pending,” “Accepted,” or “Rejected.”

Actions #

The Actions menu provides quick access to various functions related to each estimate:

• Copy Link: Generate and copy a shareable link to the estimate, facilitating easy distribution to customers or team members.
• Clone: Create a copy of the estimate to quickly replicate estimates for similar projects or clients.
• View History: View the timeline of the estimate—when it was created, viewed, accepted/declined, and invoiced.
• Edit Estimate: Make changes to an existing estimate, including updating items, prices, or customer details.
• Delete: Remove an estimate from the system permanently. Exercise caution, as this action cannot be undone.

Whether creating new estimates, filtering through existing ones, or managing statuses, these tools provide the structure needed to keep your business organized and responsive.

Frequently Asked Questions #

Where do I find the Estimates tab? #

Navigate to the Payments tab and select the Estimates option from the Invoices & Estimates dropdown.

How do I create a new estimate? #

Click the New Estimate button, then enter details such as items, quantities, pricing, and customer information to generate the estimate.

What do the estimate statuses mean? #

Statuses such as Pending, Accepted, or Rejected indicate the current stage of an estimate, helping you track its progress through the sales process.

Can I reuse an existing estimate? #

Yes. Use the Clone action to create a copy of an estimate for similar projects or clients, reducing the time spent starting from scratch.

How can I track what happened to an estimate over time? #

Use the View History action to see the timeline of when the estimate was created, viewed, accepted or declined, and invoiced.

How do I quickly find a specific estimate? #

Use the Search function to look up an estimate by customer or quote name, or apply the Date Range filter to narrow results by period.