Generating and Sending Estimates

Watch our video on generating and sending estimates!

Learning how to generate and send estimates/quotes to customers is a critical step for your business.

To start, locate the “Payments” tab from your dashboard and select “Estimates” in the drop-down menu.

On the estimates page (below), you’ll your estimates and have the ability to generate new ones. To create a new estimate, simply click “+ New Estimate.”

You’ll then be prompted to enter customer details and select an action for your estimate. To send your estimate to a customer, select “Email Estimate.”

You’ll then be brought to this page:

Customize your subject and message, then send it to your customer!

After your customer accepts the estimate, its status will change from “Pending” to “Accepted” in your estimates main page.

Want to learn more? Check out our YouTube Channel for helpful content and read more of our how-to guides!

Updated on October 10, 2019

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