Estimate Management – Quotation & Proposal System
The Estimate Management system allows you to create, manage, and track non-binding quotations and proposals for customers, with functionality similar to invoices but designed for pre-sales and quotation purposes.
Estimate Add – Create Estimate
Create Estimate Interface
Quotation Form
Estimate creation form with client selection, item details, and quotation calculations
Purpose
Generate a non-binding quotation (draft invoice) for a customer with similar functionality to Invoice Add but designed for estimation purposes.
Core Estimate Fields
Estimate Number
Auto-generated (e.g., EST0003)
Reference Number
Optional field to track related documents
Estimate Date / Due Date
Creation date and validity period
Pricing & Additional Fields
Item List
With quantity, discount, tax, etc.
Tax Calculations
Subtotal, CGST, SGST, Total Tax, and Final Amount
Additional Charges
Shipping Charges / Adjustments
Document Details
Notes / Terms & Conditions
Estimate List View
Purpose
To display a list of all created estimates, showing essential details such as reference, client, amount, and due dates for easy management and tracking.
Estimate List Table Columns
| Column | Description |
|---|---|
| # | Serial number of the estimate in the list |
| Estimates | Auto-generated estimate ID |
| Reference Number | Internal/external reference number for the estimate (Optional) |
| Customer Name | Name of the client or customer |
| Amount | Total estimated value in dollars |
| Created On | Date on which the estimate was generated |
| Due Date | Deadline or expected acceptance date of the estimate |
Add Estimates Button
Top-right button to create a new estimate
Search Bar
Enables searching through existing estimates
Action Buttons
Edit, view, and manage individual estimates
Estimate Single View (Download Page)
Estimate Download View
Layout & Structure
Identical to Invoice View
Same layout and structure as Invoice Single View
Professional Formatting
Clean, professional layout for client presentation
Key Differences
Heading Label
"Estimate #EST0003" instead of "Invoice #INV0002"
Reference Numbers
All references updated to estimate format
Document Type
Clearly marked as estimate/quotation throughout
Note
This view maintains all the functionality of the invoice download page but is specifically formatted for estimates and quotations, making it clear to clients that this is a non-binding proposal.