Creating an estimate is a straightforward process that can be completed in a few simple steps. Here's a step-by-step guide:
Step 1: Access the Estimates tab either from the left menu bar.
Click on Add New.
Step 2: In the new pop-up window that appears, either select an existing contact or create a new customer. When you have the customer, click on "+ Estimate"
Step 3: Provide the necessary details for the estimate, such as the job title and items or tasks. This is similar to creating a new invoice.
After completing the estimate, you will have three options:
Send Estimate: Clicking on this button opens a new window where you can enter the main contact email address or add additional recipients in the Other recipients field. An automated subject and message are provided for the email, which can be edited to suit your needs.
Additionally, you will find a link for sharing the estimate with your clients, allowing them to accept or decline the estimate with a simple click of a button. For more details, refer to this link .
Download Estimate: You can download your Estimate in the PDF file format.
Save Estimate: By choosing this option during editing, your estimate will be saved and accessible in the Estimates tab.
From there, you can further work on it, download or send it, share it via a link, duplicate it, edit it, or delete it.
It's important to note that all estimates can be converted into invoices.
You can customize email templates for estimates in the Settings tab under Email Templates:
By following these steps, you can easily create estimates and manage them effectively within your InvoiceQuick account.