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

How-to guide
Create an estimate request form

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Design and publish a request form with the fields needed to qualify work.

Audience: Administrator; Feature: Estimate; Permission-aware; 

Where to goSetup → Estimate Requests → Forms

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Design and publish a request form with the fields needed to qualify work. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Setup → Estimate Requests → Forms using an administrator or appropriately permitted account.

- Check the current value and understand which users, records or automated processes it affects.

- Enter or select the new configuration values. Keep labels concise and use the approved business terminology.

- Where credentials, email (https://pixiecrm.com/help-centre/topic/email), webhooks or cron are involved, begin with a test or sandbox configuration.

- Save the change and confirm that Pixie CRM reports (https://pixiecrm.com/help-centre/topic/report) success.

- Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.

- Document the operational change and use the available reset or rollback option if the result is not correct.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimate numberCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimate date and expiry dateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Currency (https://pixiecrm.com/help-centre/topic/currency)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Items, taxes (https://pixiecrm.com/help-centre/topic/tax) and discountCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Client (https://pixiecrm.com/help-centre/topic/customer) note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Set a realistic expiry date.

- Review the client (https://pixiecrm.com/help-centre/topic/customer)-facing PDF before sending.

- Convert only after approval (https://pixiecrm.com/help-centre/topic/approval) or according to the internal sales (https://pixiecrm.com/help-centre/topic/sales) process.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)report (https://pixiecrm.com/help-centre/topic/report)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Convert a proposal to an estimate or invoice (https://pixiecrm.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice)Convert an estimate to an invoice (https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice)Create an estimate (https://pixiecrm.com/help-centre/create-an-estimate)Record an invoice payment (https://pixiecrm.com/help-centre/record-an-invoice-payment)Create an invoice (https://pixiecrm.com/help-centre/create-an-invoice)