Creating Estimates

1. Choose an existing customer, or add a new one without leaving the page.
2. Add line items with a description, quantity and price. Use AI Smart Pricing for a suggested price based on the description, then keep or change it.
3. Set the tax rate and add notes or terms, like a deposit requirement or how long the estimate is valid.
4. Send it. The customer gets an email with a link to view it in their browser, no account needed.

When the customer approves, the estimate converts to an invoice with the same line items, tax and notes.