Proposals, estimates and requests
Create an estimate
Practical Pixie CRM instructions for create an estimate, including where to go, what to check and how to confirm the change saved correctly.
Where to goSales → Estimates → New Estimate
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create an estimate, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Sales → Estimates → New Estimate in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Customer, Estimate number, Estimate date and expiry date, Currency.
- Then check Items, taxes and discount, Client note and terms. Use verified information and do not fill optional values with placeholders.
- Complete Create an estimate using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Customer
Estimate number
Estimate date and expiry date
Currency
Items, taxes and discount
Client note and terms
Checks before you finish
- Confirm customer, currency and expiry dates.
- Review quantities, rates, tax and discounts.
- Read client-facing notes exactly as the recipient will.
- Verify document status and activity after sending.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.