To manage estimates, you can click on the “Create” button in the top right corner or on the plus sign in the bottom right corner, then select “Create Estimate”.
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After clicking on “Create Estimate”, a form will appear where you can enter all the necessary details for the estimate.
At the beginning, you can edit the Estimate field or the text below it.
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Business address, contact details, title, summary, and logo are edited on a separate page in the business settings.
You can find more information about this here.
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Estimate Recipient – here, you select a client from your database or add a new one by clicking “Add Customer”.
Estimate Number – you can enter the number of your choice. For example, if you set the number to 1000, the next one will be 1001.
P.O./S.O. Number – enter the terminal number or similar, if necessary.
Estimate Date – select the creation date and the expiry date of the estimate.
Adding Item/Product – click on “Add Item” and select from the product database or add a new one. Enter the name, description, price, and quantity. The unit of measurement can be selected as needed (e.g., for digital products, it’s not mandatory).
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Select the VAT/TVA/Tax rate and decide whether VAT is included (Including) or excluded (Excluding).
If you wish to edit the VAT/TVA/Tax rate, you can do so in a separate section of the app.
You can find more information about this by clicking here.
Discount – optionally, you can add a discount in percentage.
Estimate Footer – here, you can enter payment details, collaboration information, space for a signature, etc.
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If everything looks good, click “Save” to publish the estimate.
If you want to print the estimate, right-click on “Actions” and then click “Print”.
If you want to convert the estimate to an invoice, right-click on “Actions” and then click “Convert to Invoice”.
If you want to export the estimate as a PDF, right-click on “Actions” and then click “Export as PDF”.
If you want to send the estimate via email, right-click on “Actions” and then click “Send”.
If you want to preview the estimate as a customer, right-click on “Actions” and then click “View as Customer”.
If you want to delete the estimate, right-click on “Actions” and then click “Delete”.
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Estimate To – enter the recipient’s address; if the client’s email is already entered, it will appear automatically.
Subject – enter the subject of the email.
Message – enter the message for the email.
The “Send a copy to myself” option allows you to receive a copy of the email.
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On the main Estimates page, you can view, create, and manage estimates. They can be filtered by customer and date.
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On the right, below “Actions”, by clicking on “More”, you can:
- View the estimate
- Send it via email
- Print the estimate invoice
- Convert it to a recurring estimate invoice
- Export it as a PDF
- View it as a customer
- Get a sharing link
- Edit the estimate
- Delete the estimate
This is a brief overview of creating, editing, tracking, and sending estimates.
Video tutorial:
For any additional questions, feel free to contact us via email at info@adbooks.co.