1. Start on Dashboard

2. Click on Sales

3. Click on New

4. Click on Estimate

5. Click on clients name

6. Click on Estimate Label (if you would like to change the name)

7. Click on Estimate Number (if you want to change the number)

By default, the estimate number will count up sequentially from the previous estimate

8. Click on Expiration date to change when the estimate expires

9. Click on Please select an item

10. Click on the service/product from the drop-down

11. Add additional products/services

12. Click on Attached Documents to attach any documents

13. Click on Terms, notes & signature to add terms/notes and request a signature

14. Check Client signature is required if you would like to require signature approval for this estimate

This default can be changed in your settings

15. Click on Send