Create an estimate
Prepare a branded proposal with validity terms and reusable work lines.
Open in Invoice AuraWhat to do
- 1
Choose a client
Select an existing client or create one.
- 2
Set the proposal
Add title, number, date, validity, language, currency, and reference.
- 3
Build the lines
Use items, time, expenses, or mileage with files, tags, taxes, discounts, and shipping.
- 4
Save
Keep an incomplete draft or save a ready estimate.