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.
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.
Estimate features and interface
Estimates have Kanban, List and Deadlines views.
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.
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The Action button performs the selected action on the document created in the payment systems.
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The Document button opens the list of documents you can create based on the estimate.
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.
