Create an estimate
Prepare a customer estimate with an expiry date, item pricing, tax, discount and terms.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Create and save a draft estimate
Create a draft estimate in Pixie CRM with live clicks. Select the customer, review dates, GBP and status, add a reusable service item, save and verify the stored draft.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Estimates → New estimate
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Estimates and choose the new-estimate action. Select Customer and any linked Project.
- Review the estimate Number and Date, then set Expiry date and Reference number where needed.
- Check Currency, Status, Sale agent and Discount type.
- Add item descriptions, quantities, rates and taxes. Review the calculated discount, adjustment and total.
- Complete Admin note, Client note and Terms. Save for review, or use Save and send only when the customer document is ready.
Check the result
- Open the saved estimate and verify its customer, currency, expiry date, items and total before sending or converting it.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.