How to Create a new Estimate?

An estimate is a quote or a proposal for the products you sell or the services you render to your clients to take your business forward.

Activate Estimate Feature:

You can Activate Estimate Feature by following the given steps:

  1. Click on the Settings Menu.
  2. Click on Extensions. 
  3. Turn on the Switch which is below of Estimate.

( Tip: You can also activate or deactivate other extensions like Production or Purchase Order from there.)

Now you can access Estimate feature from Accounts.

Create Estimate:

  1. Click on Accounts Menu.
  2. Click on Estimates.
  3. Click the Add New Estimate button, that is visible on top right corner.

  • After that select Customer and Items in Estimate. 
  • After completing estimate details, click on Save & Send Button. Now you can send email of estimate to your customer.

  • After Saving you can see the Created Estimate. 
  • Now you can do such actions on that like Send email, Print, Download, Edit or Delete
  • You can also convert your Estimate to Invoice by just clicking on Convert to Invoice Button.

  • You can drop us a Message anytime if you want to know anything about Bearbook from the messenger, that is given at Bottom right corner or contact us on +916355071900.
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