Estimates are a vital part of managing client interactions and project proposals, allowing businesses to provide detailed cost breakdowns before services are rendered. Users can create, track, and manage estimates through the Estimates tab, located under the Payments section. This guide will walk you through the key features of the Estimates tab, ensuring a clear understanding of how to use and maximize this functionality for your business needs.
Navigate to the Payments tab, then select the Estimates option from the Invoices & Estimates dropdown to begin.
Adjust the payment, product, reminder settings, and other configurations for your Invoices and Estimates by selecting the Settings option.
The New Estimate button enables users to create an estimate from scratch. This feature guides users through the process of entering details such as items, quantities, pricing, and customer information to generate an estimate.
The Overview section provides a summary of all estimates created, displaying key metrics and insights. This feature allows users to quickly assess the status and performance of their estimates at a glance.
The Date Range filter allows users to specify a timeframe for viewing estimates. Users can select custom date ranges to narrow down the results, making it easier to analyze estimates based on specific periods.
The Search function enables users to quickly find specific estimates by entering the name of the customer or quote. This feature enhances efficiency by allowing users to locate estimates without scrolling through the entire list.
The Estimates Table displays all estimates in a structured format, providing an organized view of key information. This feature allows users to easily identify estimates based on various criteria, such as date created, status, and customer name.
The Quote Name is the designated title for each estimate, serving as a unique identifier. This field helps users quickly recognize and differentiate between various estimates in their records.
The Estimate Number is a unique identifier automatically assigned to each estimate for tracking purposes. This number facilitates easy reference and organization of estimates within the system.
The Customer field indicates the name of the individual to whom the estimate is issued. This feature allows users to associate each estimate with a specific client, enhancing communication and record-keeping.
The Issue Date specifies when the estimate was created. This field is important for tracking timelines and ensuring timely follow-ups with customers regarding their estimates.
The Value field represents the total monetary amount of the estimate. This figure includes all items and services listed, providing customers with a clear understanding of the projected costs.
The Status indicates the current stage of the estimate, such as "Pending," "Accepted," or "Rejected." This feature helps users manage and track the progress of their estimates throughout the sales process.
The Actions menu provides quick access to various functions related to each estimate. Users can copy the estimate link, edit the estimate details, or delete the estimate entirely through this menu.
Copy Link: Generate and copy a shareable link to the estimate. This feature facilitates easy distribution of the estimate to customers or team members.
Edit Estimate: Enables users to make changes to an existing estimate. This includes updating items, prices, or customer details, ensuring that estimates remain accurate and relevant.
Delete: Remove an estimate from the system permanently. This feature is useful for managing and decluttering the estimates tab, but users should exercise caution, as this action cannot be undone.
Whether creating new estimates, filtering through existing ones, or managing statuses, these tools provide the structure needed to keep your business organized and responsive.
