Create an estimate
Estimates let you make an offer to your customer in just a few clicks. Then, if you want to proceed with the estimate, you can simply convert this into an invoice in your Quaderno account.
Just follow these steps to create an estimate:
- Go to Sales > Estimates in your Quaderno account and click the option Create estimate.
- Add the customer info and details of the offer and save the form.
- You’ll see a page like this with all the options for the next steps.
- Send the estimate to your customer. That’s it.
Quick tip: Need to send a quote, proposal or proforma invoice? In Settings > Messages you can edit the document label and estimate message to fit: