Estimates

The document is an estimate. Open Estimates in the left sidebar.

Create and send an estimate

Lines, the price book, and sending it to Client Hub.

Good, better, best, pick-one lines, and optional add-ons.

Money due when they accept, or a plan of payments on the estimate.

Draft through approved, declined, and expired.

Mark approved, then a job or an invoice.

Numbering, expiration, signatures, and follow-ups are in Estimate settings. Accept and decline for the customer is under Client Hub.