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✅ 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
Log in to Britixo at https://britixo.com/app/login .
From the left-hand menu, go to Sales → Estimates .
Click the New Estimate button at the top right.
Fill in Estimate Details
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
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
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
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
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.
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- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
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- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
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