Estimates - Grow CRM - A Self Hosted CRM & Project Management Software https://growcrm.io Grow CRM is the #1 software for managing your clients, projects, tasks, leads, invoices and much more. Its is a self-hosted CRM, so you pay once and use it forever. Sat, 25 Jul 2020 11:38:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.1 https://growcrm.io/wp-content/uploads/2020/08/favicon.ico Estimates - Grow CRM - A Self Hosted CRM & Project Management Software https://growcrm.io 32 32 3. Editing Estimates https://growcrm.io/documentation/3-editing-estimates/ Sat, 25 Jul 2020 06:30:58 +0000 https://growcrm.io/?post_type=epkb_post_type_1&p=1962 Once you have created an estimate, you will now want to edit it. The section below will show you how to go about doing it. (1) Edit Estimate To edit an estimate, start by clicking the edit estimate button. This will change the estimate from viewing mode to editing mode (as shown in the image […]

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]]> Once you have created an estimate, you will now want to edit it. The section below will show you how to go about doing it.

  • (1) Edit Estimate
    • To edit an estimate, start by clicking the edit estimate button. This will change the estimate from viewing mode to editing mode (as shown in the image above).
  • (2) Publish Estimate
      • When you create an estimate, its status is set to Draft. A draft estimate is not viewable by the client. Once you have finished editing your estimate, you can publish it. When an estimate is published, an email is automatically sent to the customer, with the estimate attached. The estimate then becomes viewable by the client
  • (3) Email Estimate
      • You can use this feature to resend the estimate to the customer. It will be the same email as the one sent when you publish the estimate.
  • (4) Download Estimate
    • This button allows you to download the estimate in PDF format.
  • (5) Delete Estimate
  • (6) Set Estimate Dates
    • This option allows you to set estimate dates.
  • (7) Add New Blank Line
    • This will create a new blank line, for you to price/bill.
  • (8) Add New Time Line
    • Use this feature is you are specifically billing for time (i.e. hours/minutes).
  • (9) Product Item
    • To save you time, you can create a database of items that you commonly bill your clients. You can then use this button to quickly select an item to add to an estimate. To learn more about products, click here.
  • (10) Terms & Conditions
    • Default terms and conditions can be changed via the dashboard settings section. You can also change them on an estimate by estimate basis.
  • (11) Tax Rates
    • You various tax rates are created via the dashboard settings section. These tax rates are then available for applying in estimates. You can apply more that one tax.
  • (12) Discounts
    • You can apply a fixed or percentage-based discount.
  • (13) Save Estimate
  • (14) Estimate Notes
    • You can save notes which are not visible to the client.

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]]> 2. Creating Estimates https://growcrm.io/documentation/2-creating-estimates/ Sat, 25 Jul 2020 06:11:41 +0000 https://growcrm.io/?post_type=epkb_post_type_1&p=1938 Grow CRM allows you to easily manage your estimates. The next sections will explain how to create and manage your estimates. Creating An Estimate You can create a new estimate by clicking on the (1) Quick Add Icon or by clicking on the (2) Add Estimate Button. Basic information Client * Project  Estimate Date * Expiry […]

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]]> Grow CRM allows you to easily manage your estimates. The next sections will explain how to create and manage your estimates.

Creating An Estimate

You can create a new estimate by clicking on the (1) Quick Add Icon or by clicking on the (2) Add Estimate Button.

Basic information

    • Client *
    • Project 
    • Estimate Date *
    • Expiry Date
    • Category *

Additional information

    • Tags
      • Tags can be any text that allows you to easily identify or highlight important information about the estimate.
    • Notes
      • You can add estimate notes, which are not visible to the client
    • Terms & Conditions
      • Default estimate terms are set via the dashboard settings section. You can change these default terms when you create or edit an estimate.

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]]> 1. Estimates Overview https://growcrm.io/documentation/1-estimates-overview/ Thu, 23 Jul 2020 20:05:45 +0000 https://growcrm.io/?post_type=epkb_post_type_1&p=1920 Clients are reluctant to commission a project when the cost is unknown. This is where cost estimates can help you generate more work. Estimates help the client to understand what sort of budget is required for the work that they want to be undertaken. Grow CRM enables you to create estimates, which you can use […]

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]]> Clients are reluctant to commission a project when the cost is unknown. This is where cost estimates can help you generate more work. Estimates help the client to understand what sort of budget is required for the work that they want to be undertaken.

Grow CRM enables you to create estimates, which you can use to better convert your leads into customers.

The best place to start is the Estimates page.

:: Main Menu > Sales > Estimates

From this page, you are able to view and do the following:
  • (1) Create a new estimate
  • (2) Filter estimates, using a detailed filter panel. You can filter estimates by dates, categories, statuses, etc.
  • (3) Toggle (hide/show) the Quick Stats panels
  • (4) Search your estimates, using the free text search box.
  • (5) Delete an estimate
  • (6) Edit an estimate
  • (7) View an estimate
  • (8) Additional estimate management settings, via the quick actions button.

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