- From the left-side menu, go to Sales > Estimates.
- Click 'New Estimate'.
- Click 'Add Partner', then select a customer from the list. To add a new customer, click 'Create New' at the bottom of the dropdown.
- Fill in the general details, including Estimate Type, Currency, Issue Date, and Expiration Date.
- In the estimate form, click inside the Description field under "Add Item" to select a product or service ,If the item already exists, choose it from the dropdown.
- To add a new item, click 'New Product' at the bottom of the dropdown.
- Fill in the necessary fields: Quantity, Price, Tax, and Discount (if applicable).
- If a price was set when the product was created, it will autofill but you can update it here.
- To use a different currency than the customer's default, click the Currency field and select the desired currency.
- Click 'Save' to save the estimate as a draft.
- When you're ready to proceed, click 'Approve Draft'. Approving allows you to send the estimate to the customer.
