Creating an Estimate

When creating an estimate, you have the requirement of adding a section first. This is intended to help designers become more organized and methodical with their estimates and invoices. If you dont want to section these off, simply add all items to one default section, and you're good!

Be sure that you first select a project and client that the estimate is being sent out to. This will auto-add their details for the estimate, but you are free to edit once it's populated. The only thing you can edit at this level would be the ship to /project address. Simply click into that section and start typing.

From there, once you add a section, you will see the option to add a blank item, blank service or add from the library. If you do add from the library, you will see a side panel show you the items, services that you can add to an estimate.

Next you can add a payment schedule. This will send a notification to your client on that date that they are to pay the amount indicated for the invoice (when the estimate converts to an invoice) on that date indicated.

At the end of the estimate, you can add terms and conditions (per line item) and this will show up on the client view, as well as the PDF view of the estimate.