An estimate is an approximate quotation of sales or services provided by a business. Once your client accepts the estimate shared by your business, you can convert that estimate into an invoice and collect payments without any inconvenience.

Creating an estimate is extremely easy.

1.Head to the ‘Sales’ section available on the left side panel of the dashboard, then click on ‘Estimates’. Then click on the ‘+ Create Estimates’ tab to create one.

2.All you need to do is fill out a few basic details. Once done, just hit on ‘Save & Send.’