**Introducing Our New ‘Estimates’ Feature: A Game Changer for Your Business**
We are thrilled to announce the launch of our new Estimates feature! This addition allows you to create estimates and share them with clients before sending the final invoice. Your clients can simply accept or reject the estimate, and you can directly convert this estimate into an invoice and send it with ease.
**How to Use the Estimates Feature**
**Access Estimates**
To access the Estimates feature, navigate to a Sub-account and select Payments. Click on Invoices and Estimates, then select Estimates.
**Creating an Estimate**
To create a new estimate, click on the ‘New’ button and enter the necessary details such as business information, customer information, estimate number, and expiry date. Add products to the estimate and review it before sending it directly to your client via email or SMS.
**User Actions: Accept or Reject**
Once sent, users can click on ‘Accept’ to mark the estimate as accepted or ‘Reject’ to decline it, adding notes if necessary. You can also manually mark an estimate as accepted or rejected if the user confirms over the phone.
**Converting to an Invoice**
Once the estimate is approved, converting it to an invoice is a breeze. Simply select ‘Create an invoice from the dashboard’ or open the accepted estimate and click on ‘Create an invoice.’
**Tracking Your Estimates**
You can keep track of all estimates in various stages: Draft, Sent, Accepted, Declined, and Invoiced. Monitor the value of estimates in the pipeline from the cards on top of the dashboard. Additionally, keep track of notes added by users on the dashboard and within the estimate builder.
**Customization Options**
The Estimates feature also allows you to customize your estimates by adding your company’s branding and adjusting terms in the settings.
**Why We Built It**
The Estimates feature was built to complete the payment suite for all your business needs:
1. Create an estimate
2. Get a document signed
3. Send an invoice
**What’s Next?**
We have exciting updates on the horizon, including the integration of estimates in workflows and the addition of template options for estimates.
**Call to Action**
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