Create and send an estimate
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
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