An estimate (also sometimes called a bid or a quote) is a proposal of services or sales, and what they will cost if a customer hires you.

It’s super easy to create an estimate. Follow the steps here:

a) Just go to ‘Finance’ from the left-hand side panel, click on ‘Account Receivables’, select the ‘Estimates’ tab and click on the ‘+ Create Estimate’ button.



b) Once you do that, fill in the details and click on ‘Save & Send’.



c) Once you do that, you can see your estimate under the ‘Estimates’ tab.