Note: Estimates and quotes are available on Standard and Premium plans. Lite plan users can view but not edit them.
Mobile app
Tap Documents in the main menu, then select Estimates
Tap Create new estimate or the + icon in the upper right corner
Select a client from the list or tap + to create a new one - you can also import from your phone's contacts
Tap Details to set the issue date, validity date, discount, shipping, currency, and language
Tap + Add item to add products or services - choose from your saved list or create a new one
Tap Preview to review the document
Tap Save - the document number is assigned automatically once online
Website
Go to Documents - Estimates and click New estimate
Select a client or click + Create a new client
Add items - enter name, description, quantity, and unit price; apply VAT if applicable
Check the issue date and validity date
Click More options to add currency, language, discount, shipping, or a delivery note reference
Add any introduction text or notes
Click Save - the preview opens with options to edit, send, convert to invoice, or delete
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.