Estimates Inquiry
The Estimates list tracks every cost projection prepared for a customer. Estimates are figures built from judgement and history rather than exact values, and this list is where they are managed until they firm up into an order or lapse.
Overview
An estimate helps set expectations when precise pricing is not yet possible. Keeping them in one place means a customer's earlier figures can be found before a new one is quoted.
Navigating to Estimates
Go to CRM > Estimates.
Key Sections
Filters
| Filter | What it does |
|---|---|
| Reference | Find a specific estimate. |
| Customer | Show one customer's estimates. |
| Date range | Restrict to a period. |
| Status | Open, converted or expired. |
List columns
| Column | Description |
|---|---|
| Reference | The estimate number. Click through to the Estimate View. |
| Customer | Who it was prepared for. |
| Date / Valid until | When issued and when the figures lapse. |
| Amount | The estimated total. |
| Status | Where it stands. |
Tips
- Check for an existing estimate before quoting the same customer again — two different figures from two people is a hard conversation.
- Convert accepted estimates into a sales order rather than re-keying them.
- Let expired estimates lapse honestly. A list of stale figures is worse than no list.
Related pages
- New Estimate — create one
- Estimate View — the full record
- Proposals — the formal offer
- Quotation — the firm priced offer