2. Creating Estimates

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.