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Create an estimate

Estimate is an element of CRM that contains the information about a company, products and services, as well as an offer of cooperation. This is the next stage of work with the customer after the deal creation.

Make sure that Estimates are available on your Bitrix24 plans. Learn more information on the pricing page.

Web version
Mobile app

You can create an estimate in the entity form.

In this case, the products, contacts and companies linked to the deal will be transferred to the estimate.

You can also create an estimate from the CRM section or from a company and contact forms.

We recommend creating estimates on the basis of the deal. In this case, you will see the full history of communication with the customer, including all created estimates.

Estimate features and interface

Estimates have Kanban, List and Deadlines views.

Kanban view in CRM

Visually, estimates are similar to leads and deals. The main information about the estimate is on the left side and the timeline in which you can plan activities is on the right.

There are Actions and Document buttons at the top of the form. Click on them to create and send an estimate to the customer.

  • The Action button performs the selected action on the document created in the payment systems.

  • Payment systems

  • The Document button opens the list of documents you can create based on the estimate.

  • Document templates

We recommend using the Documents tool. It is more convenient and functional.

Documents in CRM

You can automate work with estimates with automation rules, triggers, and workflows. Automation rules can generate documents according to specified templates, send emails to customers, remind employees of events, or launch workflows. Triggers will move an estimate to the specified stage when a customer reads an email or opens a document.

Create automation rules and triggers
CRM Triggers

Go to the CRM section and click the Estimates tab. To add an estimate, click the plus icon.

Specify the information and click Create. CRM will generate a document based on the template. You can download, edit, print and send it to the customer.

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