Creating an Estimate for a Client
How to create an estimate for a client
- Click on “Clients” from the main menu.
- Click on “Manage Clients”.
- Click on the desired client’s profile.
- Click on the “More Actions” button.
- Select “Create Estimate” from the menu.
- Adjust the options and specify the estimation items.
- For more details, you can refer to the guide “Creating an Estimate“.
- Click on the “Save” button.