What is an Estimate?
An Estimate is a preliminary evaluation of the products or services planned to be sold to customers.
Business process example: The Dementy project manager needs to estimate the cost of developing a mobile application. He creates an estimate in Flowlu: indicates what will be done and at which price. Then he sends it to the client for approval. A set of services and costs varies in the process of project approval. After the customer’s approval, Dementy converts the estimate into an invoice and sends it to the client for payment.
Tips and tricks. If you sell standard products or services at fixed prices, you do not need to create estimates. You can immediately create an invoice and send it to the client.
Access settings for estimates
All users who have access to the Finance application can create estimates. Moreover, in the settings of the application, you can set additional access options. To do this, click on your avatar, go to System Settings → Finance → Main Settings.
Here you can prohibit or allow:
● access to a manager to view the offers created by another employee in the system
● editing the estimate after sending it to the client via e-mail or after marking it as Sent
● editing the estimate after converting it to an invoice