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Create an estimate

Prepare a rough-cost estimate for a customer before quoting firm prices.

Updated June 21, 20261 min read

An estimate is an early, non-binding cost figure you share before committing to firm pricing. Like a quote, it has no effect on stock, so it’s safe to draft freely.

Build the estimate

  1. Go to Sales → Estimates and click New estimate.
  2. Choose the customer. Their currency and tax rate pre-fill.
  3. Add line items with quantities and your best price for each.
  4. Adjust with discounts or taxes if needed.
  5. Save the estimate as a draft.

Estimate vs. quote

Estimate Quote
Purpose Early, approximate pricing Firm offer to the customer
Commitment Non-binding Binding once accepted
Stock impact None None until converted

Use an estimate to confirm a budget or scope first, then promote it to a quote once the numbers are firm.

Send it for review

Click Send to email the estimate or download a PDF. Add a short note so the customer knows the figures are approximate and subject to a formal quote.

Next steps

When the customer is ready to commit, turn the estimate into a quote and then a sales order.

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Related articles

Add and manage customersCreate customer records and set the defaults that pre-fill on every order.Create a quoteBuild a quote for a customer and send it for approval.Create a sales orderSell to a customer, reserve stock, and prepare the order for fulfillment.

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