Create an estimate
Build a priced estimate for a customer with items, taxes, discount, dates and terms.
Feature pathSales → Estimates → New Estimate
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Build a priced estimate for a customer with items, taxes, discount, dates and terms. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Sales → Estimates → New Estimate and select the new or add action.
- Choose the correct related customer, contact, project or other parent record where the form requests one.
- Complete the required identity, ownership and date fields for the estimate.
- Add financial, status, visibility or permission information that applies to the workflow.
- Add clear notes, content, line items or attachments so another authorised user can understand the record.
- Review validation messages and client-visible information, then save.
- Open the saved record, confirm the status and activity entry, and perform the next workflow action only after review.
Important fields and decisions
CustomerConfirm this information is accurate and appropriate for the record.
Estimate numberConfirm this information is accurate and appropriate for the record.
Estimate date and expiry dateConfirm this information is accurate and appropriate for the record.
CurrencyConfirm this information is accurate and appropriate for the record.
Items, taxes and discountConfirm this information is accurate and appropriate for the record.
Client note and termsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Set a realistic expiry date.
- Review the client-facing PDF before sending.
- Convert only after approval or according to the internal sales process.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentchecktaxcurrencyapprovalsales accountingclient portalnotificationsemailcustomers
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