An estimate is a quote or a proposal for the products you sell or the services you render to your clients to take your business forward.
If you’ve enabled Estimates for your organization, you will see the Estimates module on the sidebar. If not, you can enable this module under Preferences by navigating to Gear icon > Preferences and selecting the checkbox against Estimates.
Create & Send Estimates
Creating a New Estimate Send your customers a quick estimate for the product/service you offer. Here’s a guide to creating a new estimate in Zoho Invoice.
Sending Estimates to your Customers Email estimates to your clients, or send it to them via post. Here’s how you do it.
If you’re renegotiating with your client and need to make changes to your estimates, use the edit option.
- Configuring Estimate Preferences
Configure your estimate preferences to automate, mention Terms & Conditions and create custom fields.
Managing your Estimate
Creating Retainer Invoices for Estimates You can choose to create and send Retainer Invoices automatically upon acceptance of your estimate.
Attaching Files to your Estimate Attach bills, documents, sample files, product photos..anything that needs to accompany your estimates when they’re sent out.
Download, Print and Delete your Estimate See how you can print your estimates, export them as PDF or even delete them altogether.
Accepting an Estimate Learn how your customers can accept an estimate via customer portal (or) to manually update the estimate when your customer acknowledges.
Converting your Estimate into an Invoice Just when your customer is happy with your quote, convert the estimate into an invoice and bill them for the product/service you offer.
Creating Projects from Estimates Learn how to create projects from your estimates.
Cloning your Estimate Create a duplicate of the estimate you had created previously in Zoho Invoice.
Customizing your Estimates
Customize your estimate templates and make them represent your business.
Automatically Convert Estimate to Invoice You can automate to convert the accepted estimates automatically into an invoice. Here’s how.
Adding Custom Fields Need for extra fields for your estimates? Here’s how you can add them.