Estimates and Quotes
Provide professional pricing and proposals to your clients.
Interface Overview
Business Overview
An Estimate (or Quote) is used to propose prices for goods or services. It does not affect stock or accounting and acts as a professional document to be shared with potential customers.
Actions
Creating an Estimate
- Go to Sales > Estimates.
- Click the Add Estimate button.
- Customer: Select the potential client.
- Expiry Date: Set the date until which this quote is valid.
- Items: Add products or services. You can apply specific discounts for this proposal.
- Click Save.
- Effect: This is an information-only document.
Viewing & Sending
- Open the Estimate to view the formatted PDF.
- Use the "Send via Email" or "Send via WhatsApp" buttons to share the quote with your client.
Updating an Estimate
- Find the estimate in the list and click Edit.
- Modify items, prices, or expiration dates.
- Click Update.
Deleting
- Estimates can be deleted at any time if they haven't been converted to a Sales Order or Invoice.
Next Steps: Conversion
If the customer accepts the quote, click "Convert to Invoice" (or Sales Order) directly from the Estimate detail screen.