Send and manage an estimate | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/send-and-manage-an-estimate Publisher: Pixie Technologies LLC How-to guide Send and manage an estimate Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Email, download, copy, update status and review client acceptance or decline activity. Audience: Sales staff; Feature: Estimate; Permission-aware; Where to goSales (https://pixiecrm.com/help-centre/topic/sales) → Estimates → Open estimate 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 Email (https://pixiecrm.com/help-centre/topic/email), download, copy, update status and review client (https://pixiecrm.com/help-centre/topic/customer) acceptance or decline activity. 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 Sales (https://pixiecrm.com/help-centre/topic/sales) → Estimates → Open estimate and select the relevant record or setup list. - Use search, filters or status tabs to confirm you are working on the intended item. - Check linked records, activity and permissions before changing status, ownership or visibility. - Use the available edit, status, reorder, attach, copy or delete action as required. - Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists. - Check the updated state in the list and record view. - Check (https://pixiecrm.com/help-centre/topic/check) downstream client portal (https://pixiecrm.com/help-centre/topic/client-portal), reporting or automation effects where applicable. 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)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)Track proposal status and acceptance (https://pixiecrm.com/help-centre/track-proposal-status-and-acceptance)Help a client review estimates and proposals (https://pixiecrm.com/help-centre/help-a-client-review-estimates-and-proposals)Send a proposal by email (https://pixiecrm.com/help-centre/send-a-proposal-by-email)Send an invoice to a customer (https://pixiecrm.com/help-centre/send-an-invoice-to-a-customer)