Overview
Create a detailed cost proposal for your client, including line-items, quantities, taxes and validity period.
Steps
Navigate to Finance > Estimates.
Click Create Estimate.
Fill in header fields:
Estimate Number (auto-generated or edit)
Valid Till date
Currency and Calculate Tax preference
Select Client (and click Add if new) and optional Project.
(Optional) Enter a high-level Description in the rich-text box.
Under line-items:
Pick a Product or enter custom Item Name, Quantity, Unit Price, Tax.
Click Add Item for more rows.
Review Sub Total, apply Discount if needed, and confirm Total.
(Optional) Attach supporting file via Choose a file.
Add Note for the recipient and verify Terms and Conditions.
Click Save — your estimate appears with status Waiting (Not Sent).
Tips
Use the filter icon next to “Select Product” to quickly find items in your catalog.
Keep your estimate descriptions clear and concise to avoid client confusion.
Troubleshooting / FAQs
Q: “Save” button remains disabled.
A: Ensure all required fields (marked *) are completed (e.g. Valid Till, Client).
Q: I don’t see my products in the dropdown.
A: Add them first under Finance > Products or check your user permissions.