Estimate Preferences

Estimate Preferences allows you to change the settings on how estimate works and edit the Terms & Conditions, Customer Notes. Also, you can create custom fields to add more information to an estimate.

To navigate to the Estimate Preferences page:

1. Click the Gear icon in the top-right corner of the window or simply press s to instantly navigate to the Settings.
2. Select Preferences and select Estimates.

Alternatively, if you’re in the Estimates module, you can navigate to the Estimate Preferences by clicking the Gear icon in the top-right corner and selecting Preferences.

Editing Accepted Estimates

An accepted estimate can be converted into an invoice. If you want to allow editing of accepted estimates, mark the box Allow editing of accepted estimates.

When you make any changes to an invoiced estimate, the changes won’t reflect in the invoice. You’ll have to convert the edited estimate to a new invoice.

Accepting/Rejecting Estimates via the Public Link

The public link is the link that is shared through the share estimate link option or the link that is accessed from the email sent to the customer.

If you want to allow customers to accept or reject the estimate sent to them through the public link, mark the box Allow customers to accept or decline the estimates via the public link. This can be useful for customers who do not have customer portal enabled. You will be informed via notification and email once the customer has accepted or declined the estimate.

Automating Estimate Conversion

1. Choose if you want to automatically convert an accepted estimate to an invoice.
   • Select No if you don’t want to automatically convert an accepted estimate to an invoice.
   • Select Yes, Save as Draft if you want to automatically convert an accepted estimate to an invoice and save the invoice as draft.
   • Select Yes, Save and Send if you want to automatically convert an accepted estimate to an invoice and send the invoice to your customer. The invoice will be available in the Invoices module in Open status.
2. Check the fields in an estimate that you would like to be the same when it is converted into an invoice.

Entering Terms & Conditions

1. Enter the Terms & Conditions for an estimate. This will be displayed in every new estimate you create and you can edit it while creating an estimate.
2. Enter the Customer Notes that you want to share with your customers along with the estimate. This will be displayed in every new estimate you create and you can edit it while creating an estimate.
3. Click Save.

Adding Custom Fields

If you have an office with folders stacked in a shelf, Custom Fields are like extra folders that you can add to your already existing folders to store more files.

Custom Fields are fields that you can manually add to the estimate creation page to store additional information relating to the estimate.

To create a Custom Field:

• Click the Gear icon in the top-right corner of the window or simply press s to instantly navigate to the Settings.
• Select Preferences.
• Choose the Estimates sub-module under Preferences.
• Select the Field Customization tab.
• Click the + New Custom Field button in the upper-right corner.
• Enter a Label Name for the custom field that you’re creating.
• Choose if the custom field should be a mandatory field or not.
• Click Save.

Learn more about Custom Fields.

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