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 the estimates page in your Quaderno account and click the option
- Add the customer info and line items of the offer and click
- Send the estimate to your customer. That’s it.
Tip: Need to send a quote, proposal or proforma invoice? On the translations page, you can edit the document label and estimate message to fit. For example, you can change the label "estimate" to "quote".