What Information do I need to Create an Estimate?

Updated on June 30, 2017 10:32PM by Admin

Estimate Creation

Estimate statements are required for providing customers which shows the cost to be occurred for providing products and services to them.

Steps to Create an Estimate

  1. Log in and access Estimates App from universal navigation menu bar.
  2. Click on "Create Estimate" and select "Create New Estimate" from left navigation panel.
    create new estimate
  3. You can select what you want to add in the estimate.
    include pop up
  4. Now provide estimate information including:
    • Customer - Name of the customer
    • Contact - Name of the contact
    • Estimate number - Estimate number generated
    • Payment Term - Estimate's payment term
    • Estimate date - Estimate's creation date
    • Expiration date - Estimate's expiration date
    • Template - Select template for the estimate
    • Currency - Select currency to be accepted for the estimate
    • Notes to customer - Provide default notes to be provided for customer.
    • Services Provided - Services provided for customer along with work hours and rate
    • Products/Items sold - Products/Items sold to the customer with quantity, rate and Tax.
      create estimate
  5. Click on "Create & Email" button to complete.

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