Send Estimate

With Send Estimate, you can share project costs with clients in just a few clicks. No back-and-forth, no clutter—just fast, clear, and professional communication that gets things moving.

Why It Matters

Sending an estimate isn’t just about numbers, it’s about trust. A clean, accurate estimate tells your client you’re organized, reliable, and ready to start.

How to send an estimate?

Type 1 – Create from Scratch

Start fresh and build a brand-new estimate tailored to your client’s needs.

Steps:

1. Go to the Client Menu in the sidebar.
2. Select the specific client you want to work with.
3. Open the Estimates tab within the project.
4. Click Create Estimate.
5. Fill in all the details—items, quantities, pricing, taxes, and terms.
6. Review the estimate carefully to ensure everything is accurate.
7. Click Send Estimate to instantly share it with your client.

Result:

Your client receives a professional, ready-to-review estimate, while you can track its status—Sent, Viewed, or Accepted—directly from the dashboard.

Step 2: Select the estimate type as start from scratch and click on "proceed".

Step 3: Enter all the details in the estimate and click on action.

Step 4:  

Choose Compose Email, then click Send.

Mail will be sent to the client.

Type 2( through templates)

Why build from scratch when you can start with a ready-made base? The Template option speeds up your estimate creation process by giving you pre-designed formats you can adapt in seconds. Think of it like using a blueprint—you don’t have to redraw the whole plan, just fine-tune it for your project.

How to Get There

• Go to the Client Menu and select your specific client.
• Open Estimates and click Create Estimate.

Step-by-Step Guide

Step 1: Choose the estimate type as Start from Template and click Proceed.

Step 2: Pick your template by selecting the Category, Sub-Category, and Template, then hit Proceed.

Step 3: Review and adjust the estimate details to match your project’s exact requirements.

Step 4: Click on Action for the next steps.

Step 5: Select Compose Email and click Send. The estimate will be instantly shared with your client.

What You’ll See

With templates → You’ll have a professional, structured estimate ready to customize and send in minutes.

Without templates → You can always switch back to Start from Scratch if you want full control over every detail.

Pro Tip:

Use templates for recurring project types—it saves time, keeps your documents consistent, and ensures you never miss important details.

Step 2: Select the estimate type as start from template and click on "proceed".

Step 3: Choose the template by using category, sub-category and template, click on "proceed".

Step 4: Change the estimate according to your needs, click on " action".

Step 5:  

Select Compose Email and click Send. The estimate will be instantly shared with your client.

Mail will be sent to the client.

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