✅ How to Create and Send Estimates in Britixo

Britixo lets you create professional estimates (quotations) and send them directly to your clients via email. Estimates can include services, products, taxes, discounts, and notes. Once approved, estimates can be converted into invoices or projects in a single click.

This article explains how to create, customise, and send estimates from within Britixo.

Create a New Estimate

1. Log in to Britixo at https://britixo.com/app/login.
   
   

2. From the left-hand menu, go to Sales → Estimates.
   
   

3. Click the New Estimate button at the top right.
   
   

Fill in Estimate Details

4. Complete the estimate form with the following fields:
   
   

• Customer – Choose an existing client from the dropdown
  
  

• Estimate Date – Defaults to today
  
  

• Expiry Date – The date the estimate is valid until
  
  

• Currency – Automatically selected based on client (can be changed)
  
  

• Sale Agent – Assign staff responsible for this estimate
  
  

• Tags – Optional labels for internal tracking
  
  

• Admin Note – Visible only to your staff
  
  

• Client Note – Shown on the estimate PDF
  
  

• Terms & Conditions – Displayed below the total (editable)
  
  

Add Estimate Items

5. In the Items section:
   
   

• Click Add Item to enter services or products
  
  

• Set Quantity, Rate, and Tax
  
  

• Add Description if needed
  
  

• Use the Add New Item dropdown to save items for future reuse
  
  

Review Totals and Adjustments

6. Review the subtotal, tax, discounts, and total automatically calculated.
   
   

• You can apply a discount by amount or percentage
  
  

• Add adjustment amount (optional)
  
  

Save or Send Estimate

7. Once everything is ready, click:
   
   

• Save as Draft – Save without sending
  
  

• Save and Send – Opens the email modal to send the estimate to the client
  
  

• Save and Preview – See how the estimate looks before sending
  
  

Send via Email

8. If you choose Save and Send:
   
   

• Review the default email template (editable)
  
  

• Attach the estimate PDF (automatically generated)
  
  

• Add CC or BCC if required
  
  

• Click Send to email it directly to the client
  
  

Britixo uses a secured SMTP email server included with every package, so all email delivery is encrypted and professional.

Tip

Use tags like "high value", "follow-up", or campaign names to track estimates. You can also copy existing estimates to save time for repeat clients.