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  5. How to Create an Estimate

How to Create an Estimate

The estimates can be created:

●On the company or contact page, in the CRM app

Go to the CRMContacts or Organizations and select the company or contact for whom you want to create an estimate. In the opened window, click the Create button → Create Estimate.

on the opportunity page. Go to the CRMOpportunities.

● In the Finance app → Estimates section.

What to Include to Estimate

● Specify the organization on behalf of which you prepare an estimate if you have more than one (1);

● Select a customer from the list that you have already created, or add a new one (2);

● Select the currency from the list that you added to the bank accounts (3);

● The person responsible for creating the estimate is chosen by default. If necessary, you can change him/her;

● Select the custom estimate template if you have more than one (4);

● If necessary, specify Reference (5). This field is optional;

● Set the expiry dates of the estimate (6). Next, specify the products, services that you want to offer the customer, and their price;

● Select the price type (you can set them up in the Products & Services application). If necessary, add the columns for specifying a discount, a fee for delivery, a price adjustment (7);

● Specify the product items. Create new ones or select from the catalogue if they were added previously. Specify price, quantity and discounts (8). You can add item header for services or products;

Once created, the estimate can be sent to the client or printed out.

All client estimates can be found on the client's or opportunity page, as well as in the Finance → Estimates.

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