Send and manage an estimate
Email, download, copy, update status and review client acceptance or decline activity.
Feature pathSales → Estimates → Open 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
Email, download, copy, update status and review client acceptance or decline activity. 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 → Open estimate and select the relevant record or setup list.
- Use search, filters or status tabs to confirm you are working on the intended item.
- Review linked records, activity and permissions before changing status, ownership or visibility.
- Use the available edit, status, reorder, attach, copy or delete action as required.
- Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
- Verify the updated state in the list and record view.
- Check downstream client portal, reporting or automation effects where applicable.
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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