How to Handle Estimate Requests

Overview
Record and send internal “estimate requests” when a client asks for a quote, before you build the actual estimate.

Steps

1. Go to Finance > Estimate Requests.

2. Click Create Estimate Request.

3. Fill in Client, optional Project, Estimated Budget, Currency, and “How early…” field.

4. Enter detailed scope in Details of requirement.

5. Click Save (status becomes Pending).

6. To notify the client, select the row, click Send Estimate Request, choose Client, then Send.

Tips

• Use estimate requests to track ask-date and scope before committing pricing.

• Link each request to a project to ensure follow-up.

Troubleshooting / FAQs

• Q: I can’t send an estimate request.

  • A: Make sure the client record includes a valid email address.

• Q: How do I convert a request into an actual estimate?

  • A: From the request’s action menu, click Create Estimate.