In this article, we explain step by step how to create and send a estimate. We also show the possible settings.
The estimates module is available with the Advanced package.
Note: You need the administrator role to create, send, or modify the settings.
How do I create a estimate?
Create a new estimate.
Under Financial → Estimate, you can create a new estimate via +new estimate.
Select the customer.
Then select the customer. If the customer is not yet listed, create it under relationships.
In the settings at the top right, fill in the language, currency, person responsible, and invoicing method for the estimate.
Fill in the estimate.
The customer and estimate details will be filled in with the customer's data. These come from relationships.
You can then add estimate lines by clicking on +new line. You have the following 3 options:
Empty - Here you create the description of the line yourself.
Hours - Here you can choose an task.
Expenses - Here you can choose a product.
For each line, you can choose to add a specific margin percentage to the price. This will be automatically added to the line total.
With +Discount or +Surcharge, you can add a percentage discount or surcharge. Do you want to apply a discount or surcharge with a fixed price? Then add it as a quote line.
How do I send a estimate?
For sending a estimate, you have the following 2 options:
Manually send. This marks the estimate as sent. You can now download the estimate and attach it as an attachment to an email.
Send by email. This way, you send the estimate from the system. You can include a web estimate so that the customer can sign it online immediately. Easy does it!
The estimate status changes from draft to outstanding. Furthermore, the estimate is given a estimate number.
Estimate settings
These settings can be found under the gear → settings → estimate.
Here you will find the different settings related to the estimate. For example, you can create the estimate language, prefix, start number, default description, and layout.
Approve Estimate
As soon as you send the estimate, your customer can approve and sign it directly online. Here’s how it works:
Customer receives email: Your customer will get an email with a button to view the estimate.
Sign online: The customer clicks through and can digitally sign the estimate directly in their browser.
Signature in TimeChimp: Once the customer has signed, the signature is visible to you. You can find it by opening the estimate in your TimeChimp environment.
The digital signature serves as an online approval and is only visible within the TimeChimp application. It is not possible to download the signature as part of the quote's PDF file.
