Estimates & Quotes
Create professional estimates and convert accepted quotes to invoices.
Creating an Estimate
- Go to Estimates in the sidebar
- Click Create Estimate
- Select the Customer
- Set Estimate Date and Expiry Date
- Add line items (see below)
- Review totals
- Click Save (draft) or Save & Send
Line Items
Add products or services to your estimate:
- Description: What you're quoting for
- Quantity: Number of units
- Rate: Price per unit
- Amount: Auto-calculated (Qty x Rate)
- Account: Income account (used when converted to invoice)
Tip: Create products/services in the Products & Services section to quickly add them to estimates without retyping.
Sending Estimates
Email estimates directly to customers:
- Open the estimate
- Click Send Estimate
- Review the email preview
- Click Send
The estimate will be emailed as a PDF attachment.
Estimate Status
| Status | Description |
|---|---|
| Draft | Not yet sent to customer |
| Sent | Emailed to customer, awaiting response |
| Accepted | Customer approved the estimate |
| Declined | Customer rejected the estimate |
| Expired | Past expiry date without response |
| Converted | Converted to an invoice |
Converting to Invoice
When a customer accepts your estimate, convert it to an invoice with one click:
- Open the accepted estimate
- Click Convert to Invoice
- Review the invoice details (all line items transfer automatically)
- Adjust dates or terms if needed
- Save the invoice
Note: The original estimate is linked to the new invoice for reference. You can view the source estimate from the invoice detail page.
Editing & Deleting Estimates
- Draft estimates: Can be freely edited or deleted
- Sent estimates: Can be edited (sends update notification to customer)
- Converted estimates: Cannot be deleted (void the linked invoice instead)
Estimate Reports
Track your quoting performance:
- Pending Estimates: All estimates awaiting customer response
- Total Value: Sum of all pending estimate amounts
- Acceptance Rate: Percentage of estimates that convert to invoices
- Estimates by Customer: Filter to see quotes for specific customers