Estimates allow you to create and send an approximate outline of your items or services to your client for approval before beginning the work. You or the client can then accept the estimate for approval before converting it into an invoice to start collecting payment for it.
On the Dashboard, select the Create New button, then select Estimate
Go to the Estimates section (from the left menu), select the Create New.. button and select Estimate, or Create from Recent...
Go to the Clients section (from the left menu), select a client, then select the Estimates sub-tab and select the + button (this will create an estimate assigned to this client)
From here, you can customize your new estimate by going through each section below:
Company, Client and Estimate Details
Set up your estimate by choosing a client and update any details as needed with the below:
Business - Your business information is displayed automatically based off what's in your Basic Information settings, select edit this if needed
Billed To / Prepared For - Select Add a Client and choose or enter an existing client, or fill in the blank fields to make a new one. Once a client is selected, select it and choose between Edit Client to update their information (which will also update their client profile) or Remove Client to choose a different one
Estimate Date - The date of your estimate, this defaults to today’s date, or you can select it and choose between entering in the new date or using the calendar picker instead
Reference Field - Enter up to 25 characters for any additional information you need to include, like purchase orders / PO numbers, project codes or work order numbers
Estimate Number
The default number for your first estimate is set to 0000001, or you can select and enter your own alphanumeric number instead. When you change your estimate number, keep in mind the following:
Numbers are Unique - The same estimate number cannot be used twice, regardless of whether the estimate is archived or deleted
Numbers Increment +1 - The estimate number you set will automatically increment +1 based on the last estimate created
If the estimate number reaches the limit of its increment, an extra character is added at the end so it can continue (e.g., the last created estimate is #9999, this will increment to #10000 on your next estimate)
If you want to avoid extra characters being added, include leading zeroes to accommodate increments (e.g., #0009999 instead of just #9999)
When viewing your list of estimates, you can also choose to sort your estimates by date instead of by estimate number to maintain chronological order
Items, Services, and Taxes
To send your clients an estimate for your goods and services, select the Add a Line button. From there, you can:
Add an existing Item or Service - Choose from your list by entering in an existing item name. To save you time, go to your Items and Services in your settings to manage your items and services to always include a specific description, rate and/or sales tax so it’s filled out for you next time you add it to an estimate
Create a new Item - Fill out the blank fields for Item Name, Description, Rate and Quantity(Qty), this will automatically be added to your list of items for future use
Add Taxes - Once line items are added, select the Add Taxes link under the item’s rate and check up to two existing sales taxes to apply, or create new sales taxes instead
Other Actions
Hover over the left of any line item, select hold down the three lines icon to drag and rearrange the order of your line items
Hover over the right of any line item and select the trash can icon to delete that line item
Notes, Terms, and Subtotal
In the bottom of the estimate, you can add extra details, including a discount if needed:
Notes - Notes are unique to each estimate and will not be remembered for next time, this is useful for any comments, details and temporary information applicable to this specific client only
Terms - Terms are remembered from the last estimate created, this is useful for terms of service, contractual obligations or payment instructions that is applicable to all clients. If you need to change your terms, ensure your updated terms are on your most recently created estimate
Once the estimate looks the way you want it, you can either select:
Save
If the estimate is new, this will save as a draft
If it’s an existing estimate, it will save only the updated information, the status remains the same
Send... To
Select this to send the estimate by email, or generate a link to share instead:
In the To: field, the primary client's email is automatically checked off as a sender, along with any secondary contacts you’ve sent to on a recent invoice, estimate or proposal (review secondary contacts details here)
If needed, check off any additional contacts' emails to send the estimate to
Personalize the email to your client as needed
Select the Send Estimate button and you’ll be taken back to the Estimates section. The estimate will be marked as sent.
Accept Estimates
When you send an estimate to your client, they receive an email with a link to the estimate and a button to accept the estimate. Only the primary client can accept an estimate when viewing the estimate:
To Accept an Estimate yourself, you can use the below steps:
Go to the Estimates section
Check the box off next to an estimate that has not been accepted yet
Select the Actions button
Select Accept and the estimate will now be marked as accepted.
Convert Estimates
Convert an estimate into an Invoice to collect payment, or convert an estimate into a project or assign it to an existing project to start tracking time towards it, with the below steps:
Convert to Invoice
Once the estimate has been reviewed by your client, use these steps to convert it into an invoice:
Go to the Estimates section
Select the estimate you want to convert
Then select the More Actions button
Next, select Convert to Invoice
Continue with editing the invoice as needed with the How Do I Create an Invoice? steps here, and select Save to save the invoice as a draft, or select Send To to email it to your client.
Convert to Project or Assign to Project
Once the estimate is ready, you can convert the estimate into a project or assign it to an existing project with the below steps:
Go to the Estimates section
Select the estimate you want to convert
Then select the More Actions button
If the project doesn't exist yet, select Convert to Project
For the Project Type, choose between Hourly Project or Flat Rate Project
If the project already exists, select Assign to Project
In the Choose Project field, enter the project name or search for the project in the list, then select the project
Select the Save button to finish and the estimate will be linked to the project, including in the project overview.
FAQs
How do I manage my estimates?
When viewing any specific estimate, you can select More Actions and select any of the following:
Accept - Mark the estimate as accepted
Send by Email - Send or resend the estimate by email
Share via Link - Quickly create a link to share the estimate outside of email
Convert to Invoice - Convert the estimate into an invoice to bill to a client
Convert to Project - Convert the estimate into a project with any services on the estimate automatically assigned to the project
Duplicate - Copy the estimate and modify as needed for the same client or for a different client
Assign to Project - Assign the estimate to an existing project for accurate project profitability
Print - Print the estimate
Download PDF - Download the estimate as a PDF file, or use the browser's print option to save as a PDF, especially if text is splitting between pages
Archive - Move the estimate into your list of archived estimates
Delete - Delete the estimate
From the Estimates section, hover over any estimate to quickly perform any of these actions:
Edit - Select the pencil icon and you’ll be taken to the edit view of the estimate where you can adjust and save afterwards
Duplicate - Select the two papers icon to quickly copy your existing estimate and modify as needed
Archive - Select the box iconto move the estimate to your archived estimates list
More Actions - Select the three dots icon to access additional options like:
Accept - Select the checkmark icon to mark your estimate as accepted
Convert to Invoice - Select the invoice icon to convert your estimate into an invoice to bill to the client
Download PDF - Select the down arrow icon to download the estimate as a PDF file, or use the browser's print option to save as a PDF, especially if text is splitting between pages
Delete - Select the trash can icon to delete the estimate. You can view all deleted estimates by selecting the deleted link at the bottom of the list
How do I view estimate activity? How do I leave a comment for my client on the estimate?
You can use the history bar, also known as an autobiography, to view any activity on the estimate, including when your client viewed it and any comments. Select the chat button or View History button at the top of the estimate to reveal the history.
From here you can:
Review activity
Add a message and select Send to send it to your client as an email with the estimate link included
How do I unaccept an estimate?
If an estimate was mistakenly accepted, you'll need to duplicate the estimate and delete the original one. Use the below steps:
Go to the Estimates section
Check the box off next to the estimate you want to unaccept
Select Actions
Then select Duplicate
Save/send the duplicated estimate as needed
Return to the Estimates section, and check the box off next to the original estimate
Select Actions
Then select Delete to delete the original accepted estimate. If the estimate was sent by email, you can let your client know that the link to the estimate will no longer work.
Can I revert a converted invoice back into an estimate?
You'll need to delete the converted invoice first and then re-convert the estimate again with the below steps:
Go to the Invoices section
Check the box off next to the converted invoice
Select the Actions button
Then select Delete
Go to the Estimates section
Check the box off next to the estimate you want to unaccept
Select Actions
Then select Duplicate
Save or send the duplicated estimate as needed
In the Estimates section, check the box off next to the original estimate
Select Actions
Then select Delete to delete the original accepted estimate.
You can now go back to the estimate and re-convert it.
