Estimates help you provide clients with a detailed, professional pricing proposal before initiating a project. In Quotify CRM, you can create and send estimates quickly using the following steps.
🛠 Steps to Create an Estimate
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Go to:
Sales → Estimates → Create New Estimate
Or click the 🛠 Build icon (top left), then select Create Estimate.
🔁 Client Selection
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Before creating an estimate, make sure the client is already added via
Customers → New Customer. -
When a client is selected, their billing and contact information will automatically populate the estimate.
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You may click the ✏️ Edit icon next to billing details to make changes just for this estimate.
⚠️ Editing billing/shipping info here will not affect the stored data in the client profile.
🔢 Estimate Number
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Estimate numbers auto-increment (e.g., 001 → 002).
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You can configure the starting number from
Setup → Settings → Finance → Estimates → Next Number.
💵 Currency
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The estimate currency is automatically selected based on:
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Customer-specific currency (if set)
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Or your base/default currency
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Currency cannot be changed after selection.
👤 Sales Agent
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You may assign a Sales Agent to the estimate.
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Agent name will appear on the estimate if enabled via:
Setup → Settings → Finance → Estimates → Show Sales Agent on Estimate
🧾 Adding Items to Estimate
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Click Add Item and select from predefined products/services.
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Click the ✅ blue check icon to confirm and insert the item.
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Tax can be applied per item.
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You can also adjust the total with the Adjustment field.
💡 Updating item info in
Sales → Itemswon’t affect items already added to saved estimates.
📝 Notes & Terms
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Admin Note: Visible only to staff/admins.
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Customer Note: Shown on client view (HTML & PDF).
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Predefined Terms and Conditions:
Set viaSetup → Settings → Finance → Estimate(scroll down to customize default notes).
✅ Finalize Estimate
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Click Submit to save the estimate.
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Once sent to a client, the estimate status changes from Draft to Sent automatically.