Creating Estimates

CRM for business offers straightforward management of estimates. The following sections will detail the process of creating and managing your estimates.

Creating an Estimate

To initiate a new estimate, select either the (1) Quick Add Icon or the (2) Add Estimate Button.

Publishing an Estimate

Your estimate will retain a “Draft” status until you publish it. Publishing the estimate will render it visible to your client and trigger an email notification to your client.

To publish an estimate, refer to the image below: