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.
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.
Managing your Estimate
Editing your Estimate
If you’re renegotiating with your client and need to make changes to your estimates, use the edit option.
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 client portal (or) to manually update the estimate when your customer acknowledges.
Convert 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
Automatically Convert Estimate to Invoice
You can automate to convert the accepted estimates automatically into an invoice. Here’s how.
Retaining Estimate Fields on Invoice
Retain the customer notes and terms & conditions on your invoice too.
Adding Custom Fields
Need for extra fields for your estimates? Here’s how you can add them.
Generic Terms & Conditions, Customer Notes
Have a generic terms & conditions, customer notes for all your estimates.