Create an estimate | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-an-estimate
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create an estimate

Prepare a customer estimate with an expiry date, item pricing, tax, discount and terms.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
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.

Continue with related guidance

Create a proposal (https://pixiecrm.com/help-centre/create-a-proposal)Convert an estimate to an invoice (https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice)Browse Proposals, estimates and requests (https://pixiecrm.com/help-centre/category/proposals-estimates)