WEBVTT

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Create a draft estimate in Pixie CRM Open
Estimates from Sales and

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Finance then choose Create New Estimate We will
prepare a fictional

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service estimate and save it as a draft for
review

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Choose the customer before adding prices Search
for Maplebridge

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and select the saved training record The estimate
uses the customer

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details already stored in Pixie CRM check the
billing information

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before continuing

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Review the estimate number and date Set the
expiry date to the eighteenth

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of November using the workspace date format
Confirm G B P currency

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keep Status on Draft and enter a clear internal
reference

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Choose the reusable Website discovery session
item Its saved description

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rate and unit fill the item entry Review these
values for this estimate

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before adding the line to the document

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Enter a brief description of the proposed
training service Keep

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quantity at one and review the one hundred and
fifty pound rate

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Add the item to the estimate and check the
calculated total This

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example has no tax line

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Add a clear client note identifying this as a
fictional training

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draft Use Admin Note for the separate internal
review instruction

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Check your own commercial terms before sharing
any real estimate

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Confirm that Status still reads Draft then choose
Save This stores

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the estimate for review Saving this draft does
not email it record

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acceptance or create an invoice

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Review the saved estimate and its Draft status
Check the customer

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service line total reference and training note
against what you

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entered The draft is ready for an internal review
sending acceptance

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and conversion are separate workflows