Estimates

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 -> More Settings -> Preferences and selecting the checkbox against Estimates.

Enable Estimates

Create & Send Estimates


Managing your Estimate


Estimate Actions


Customizing your Estimates


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