An estimate is a CRM item you can use to create documents with product or service pricing for your customers. It helps you track the full customer journey, from the first request to closing the deal.

Use templates to generate documents and pull data from other CRM items. This saves time when creating estimates.

Create an estimate

Web version

Mobile app

You can create an estimate in several ways.

From the Estimates section

1. Go to CRM > Sales > Estimates.
2. Choose a view: Kanban, List, or Deadlines.
   Deadlines view for estimates and invoices
3. Click Create.
4. Fill in the required fields.
5. Add a customer and products.
6. Save the estimate.

From a deal

1. Open a deal.
2. Click Estimate.
3. The system automatically fills in products, contacts, and company details.
4. The deal keeps the full history, including all estimates.

From a CRM item form

1. Open any CRM item.
2. Go to the Estimates tab.
3. Click New estimate.
4. The form will use data from the current item.

1. Go to CRM > Estimates.
2. Tap on the plus button.
3. Select Estimate.

Fill in the fields, add items, and tap Create.

Use the estimate form

The form has two main areas:

• Left side: estimate and customer details.
• Right side: timeline with communication history, documents, and comments.

My activities in CRM

Use tabs to view products, linked CRM items, and activity history.
CRM item form features and settings

Top panel actions:

• Contact the customer: send an email, open channel message, or make a call.
• Open Settings (⚙️) to copy or delete the estimate.
• Create a new deal or invoice.

Create and send an estimate manually

Create a document using a template to send it to the client.

Web version

Mobile app

1. Open the estimate.
2. Click Document in the top-right corner.
3. Select a template or create a new one.
4. Generate the document.

You can then print, download, or send it to the client.

Customize document templates in CRM

Send options:

• SMS
• Email
• Open Channel

To share a public link, click Copy link. Anyone with the link can view the document.

To create an estimate document from a template:

1. Tap the three dots (…).
2. Select Documents.
3. Tap Create document.
4. Choose a template.

Use the three-dot menu to:

• Add a stamp or signature to the document
• Open your company details form
• Open the client form

Use the bottom panel to download, print, or edit the document.

To send the document, open the generated file and send it to the customer.
Create and send document to customer

Automatically create and send an estimate

Use automation rules and triggers to handle estimates automatically.
Automation rules in CRM
Triggers in CRM

1. Go to CRM > Sales > Estimates.
2. Open Automation rules.
3. Click Create.

Example workflow:

• Create document: Generates an estimate using data from the form.
• Send email to customer: Sends the document by email.
• Track email message view (trigger): Moves the estimate to Awaiting feedback when the customer opens the email.

Here’s how to set up each step:

Create document. Select a template for the automation rule. The system will use it to generate an estimate. Add your company details.
Automation rules in CRM: Create document

Send email to customer. Enable the Wait option so the email is sent right after the document is created.

Enter the email subject and message. Attach the document from the previous step using the Files field.
Automation rules in CRM: Send email to customer

Track email message view. This trigger moves the estimate to the Awaiting feedback stage when the customer opens the email. No setup is required.
Triggers in CRM: Track email message view