Frequently Asked Questions

How do I create an Estimate?

Estimates allow you to create and send an approximate outline of your Items or Services to your Client for approval before beginning the work. The client can then Accept the Estimate for approval before converting it into an Invoice, or you can go ahead and convert it yourself to start collecting payment (or apply a Deposit on it)!

 

Creating Estimates

If you're on your Dashboard

  1. Click on the Create New... button
  2. Then select Estimate. This will take you to the New Estimate screen.

Alternatively:

  1. Go to the Estimates section
  2. Click on the New Estimate button (or Create New... then select Basic Estimate). This will take you to the New Estimate screen.

Each section of the Estimate is broken down into detail below:

New Estimate screen.

 

Settings

Customize Estimate Style

  • Template - You can choose between Simple or Modern, for the option of having a logo in a corner, or a wide banner across the top of your Estimate.
  • Theme Color - This will change the color of your headings (e.g., Description, Rate, Estimate Number). It will also change the banner color at the top of your Estimate on the Modern template.
  • Font - You can choose between Helvetica (Modern) and Garamond (Classic). 


For the Client

  • Currency & Language - Here you're able to change the currency or language (either English or French) of the Estimate. 

Accepting an Estimate

When you send an Estimate to your Client, they receive an email with a link to the Estimate and a button to Accept it with a single click. This allows the Client to confirm your quote so you can start invoicing them. 

The Client's view of the Estimate will look similar to below: 

Client Estimate view. 

To Accept an Estimate yourself, you can use the below steps: 

  1. Go to the Estimates section
  2. Check the box off next to an Estimate that has not been Accepted yet
  3. Click on the Actions button
  4. Select Accept and the Estimate will now be marked as Accepted

 

You can also add comments to an Estimate. Just click on the header above the Estimate, and scroll to the bottom to type a comment. This will send your Client an email with this new comment.

Comments on an Estimate.

 

Converting an Estimate into an Invoice

Once the Estimate has been reviewed by your Client, save time by instantly converting it to an Invoice. Here's how:

  1. With the Estimate open, click on the More Actions button
  2. Click on Convert to Invoice
    Conver to Invoice button.
  3. You will be taken to the New Invoice page, and you can finish building the rest of your Invoice
  4. Click Save (to save as a Draft) or click Send... to email it to your Client.  

Viewed Estimate Status

When you've sent an Estimate, you can find out exactly when your Client has viewed it (or not!) and you'll know exactly when to follow up with them.

Just click on any Estimate, and the header above tells you the status of the Estimate (Draft, Sent, Viewed or Invoiced). You can also view the whole history of the Estimate by clicking on the header. 
History of an Estimate showing different statuses.

 

FAQs

How do I copy/duplicate an Estimate?

  1. Go to the Estimates section
  2. Click on the Create New... button
  3. Select Create From Recent... 
  4. Choose the Estimate you want to copy
  5. Finish editing the rest of your duplicated Estimate.

Alternatively, you can also check the box off next to any Estimate and click on Actions, then select Duplicate for the same result. 

 

How do I archive an Estimate?

Archiving Estimates allows you to keep your list organized, so you can focus on unaccepted Estimates. To archive your Estimates, use these steps: 

  1. Go to the Estimates section
  2. Check the box(es) off next to the Estimate you want to archive
  3. Click on the Actions button
  4. Select Archive

To access your archived Estimate, click on the View Archived Estimates button. Click on any archived Estimate, then click on the More Actions button and select Unarchive to restore it back to the main list.

 

How do I delete an Estimate?

Deleted Estimates do not appear in any Reports you run.

  1. Go to the Estimates section
  2. Check the box(es) off next to the Estimate you want to delete
  3. Click on the Actions button
  4. Select Delete

You can view deleted Estimates by clicking on the deleted link at the bottom of the list as well, where you can also undelete them.

 

Can I revert a converted Invoice back into an Estimate?

You can delete the Invoice (Invoice section > check box off > Actions button > Delete) and make a new copy of the Estimate with the copy/duplicate steps above.