2. Creating Estimates

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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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