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Estimates and Quotes

An Estimate (also called a Quote) is a price proposal sent to a potential customer before they confirm a purchase. Once accepted, it can be converted directly into an Invoice, Sales Order, or other document.

Creating an Estimate​

  1. Go to Transactions > Estimates.
  2. Click New Estimate.
  3. Select the Customer.
  4. Set the Estimate Date and Expiry Date (the date after which the quote is no longer valid).
  5. Add Items with quantities and prices. Taxes are applied automatically.
  6. (Optional) Add Notes or Terms & Conditions visible on the printed estimate.
  7. Click Save to keep it as a draft, or Save & Send to email it to the customer.

Sending an Estimate to a Customer​

Once saved:

  1. Open the Estimate.
  2. Click Send to email it to the customer.
  3. The customer receives a formatted PDF of the estimate.
  4. You can also click Print to download a PDF.

Tracking Estimate Status​

Estimates move through the following statuses:

StatusMeaning
DraftSaved but not yet sent
SentEmailed to the customer
AcceptedCustomer confirmed the quote
DeclinedCustomer rejected the quote
ConvertedConverted to an Invoice or Sales Order
ExpiredPast the expiry date

You can manually mark an estimate as Accepted or Declined from the estimate view.

Converting an Estimate​

Once a customer accepts an estimate:

  1. Open the Estimate.
  2. Click Convert.
  3. Choose to convert to:
    • Invoice — bill the customer directly.
    • Sales Order — create a confirmed order to track before invoicing.
  4. All line items, pricing, and customer details are carried over automatically.

The original estimate is marked as Converted and remains in your records.