:::info 翻訳に関する注意 このドキュメントは現在英語です。日本語訳は近日公開予定です。 :::
📋 Estimates Overview
Create professional estimates and quotations for customers before finalizing invoices. Share pricing, set validity periods, and convert approved estimates directly into invoices.
Overview
Navigate to Estimates from the main menu to see all your estimates in a searchable table.
Page Actions
| Button | Description |
|---|---|
| + New Estimate | Open the estimate creation form (keyboard shortcut: Alt+N) |
Search
Use the Search by estimate number, customer, or status... bar to filter estimates in real time.
Summary Cards
Four cards at the top give an at-a-glance summary:
| Card | What It Shows |
|---|---|
| Total | Total count of all estimates |
| Draft | Count of estimates not yet sent |
| Sent | Count of estimates awaiting customer response |
| Accepted | Count of estimates approved by the client |
Table Columns
| Column | Description |
|---|---|
| Estimate # | Auto-generated estimate number (e.g., EST-2026-001) |
| Customer | Customer name and phone number |
| Date | Estimate creation date |
| Valid Until | Expiry date for the estimate's pricing |
| Items | Number of line items in the estimate |
| Total | Total amount (₹) |
| Status | Current status — selectable via dropdown (except Invoice Generated) |
| Actions | Per-row action icons |
Row Actions
| Icon | Action | Condition |
|---|---|---|
| Eye (View) | Open a read-only popup with full estimate details | Always visible |
| Print the estimate | Always visible | |
| Receipt (Generate Invoice) | Convert the estimate to an invoice | Hidden once converted |
| Pencil (Edit) | Edit the estimate | Hidden once converted |
| Trash (Delete) | Delete the estimate | Hidden once converted |
Once an estimate is converted to an invoice (status: Invoice Generated), the Edit, Delete, and Generate Invoice buttons are hidden. The estimate becomes read-only.
Estimate Statuses
| Status | Description |
|---|---|
| Draft | Being prepared, not yet sent to the customer |
| Sent | Shared with the customer, awaiting their response |
| Accepted | Customer has approved the estimate |
| Rejected | Customer has declined the estimate |
| Expired | The Valid Until date has passed |
| Invoice Generated | Estimate has been converted to a finalized invoice |
You can change the status of an estimate directly from the list using the Status dropdown on each row. Once converted to an invoice, the status shows as a fixed badge and cannot be changed.
Viewing an Estimate
Click the View icon (eye) on any row to open a read-only popup showing:
- Customer name, phone, and email
- Estimate date and Valid Until date
- Line items table: Product, Qty, Price, Discount, Tax %, Tax Amount, Total
- Totals panel: Subtotal, Discount, CGST, SGST, Shipping Charges, Grand Total
- Notes and Terms & Conditions (if set)
The popup has Close and Edit buttons at the bottom (Edit is hidden for converted estimates).
Pagination
The table supports pagination with selectable rows per page: 10, 25, 50, 100, 200. Navigation controls allow jumping to the first, previous, next, and last pages.