- Go to Menu -> Sales -> Estimates and click Create New Estimate
- Select customer.
- A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
- Select the project
- Configure the estimate for your needs
- Save the estimate
- Navigate to the project area and click on the tab Sales->Estimates you will be able to see the newly created estimate associated with your selected project.
Search Knowledge Base Articles
Link Estimate To Project
Did you find this article useful?
Related Articles
-
Send Estimate to Email
Tieghtsuite have option to send this estimate to customer who is related. Also the PDF estimate will... -
Converting Estimate To Invoice
You can easely convert the estimate to invoice from the admin area. Open the estimate you want to co... -
Create Estimate
To create new estimate go to Sales -> Estimates -> Create New Estimate or by cl... -
Converting proposal to estimate/invoice
To convert proposal to invoice or estimate select the proposal from the table and on the right side ... -
Exporting Customers Invoices/Estimates/Payment to ZIP
Go to the customer profile and click on the tab you want to export data eg. invoices Select status o...