User Manual >> Documentation >> Estimates App >> Estimate Basic Features >> Create Estimate

Create Estimate

You can create estimate either using a Manual Quote Process or using an Automated Quote Process. Creating estimate in Estimate App is quite simple and easy to manage detailed estimate, application has tight integration with CRM, so the customer and contact data in estimate helps you to view and navigate into respective application.

Manual Quote Process
- Create new estimate
- Create fixed estimate
Automated Quote Process – This process involves integration between opportunity and estimate.
- Create estimate from opportunities

Create Estimate was last modified: December 14th, 2016 by pkuppusamy

Estimates App
Estimates Dashboard
Estimates Attributes
Estimate Basic Features
> Estimate Conversion
> Create Estimate
User Manual >> Documentation >> Estimates App >> Estimate Basic Features >> Create Estimate
Create Estimate
You can create estimate either using a Manual Quote Process or using an Automated Quote Process. Creating estimate in Estimate App is quite simple and easy to manage detailed estimate, application has tight integration with CRM, so the customer and contact data in estimate helps you to view and navigate into respective application.
1. Manual Quote Process
  
  Create new estimate
  
  Create fixed estimate
2. Automated Quote Process – This process involves integration between opportunity and estimate.
  
  Create estimate from opportunities
Create Estimate was last modified: December 14th, 2016 by pkuppusamy
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