Sending Estimates and Proposals
Create and send professional estimates and proposals:
1. Creating Estimates:
- Navigate to "Estimates" > "+ New Estimate"
- Select the client
- Add line items with descriptions and pricing
- Set estimate validity period
- Add notes or terms
- Preview and send to the client
2. Proposal Creation:
- Create detailed project proposals
- Include scope of work, timeline, and deliverables
- Add pricing options or packages
- Attach supporting documents
- Send for client review and approval
