Estimate Options are similar to Order Options which allow you to choose the settings, defaults, fields, and other elements that will appear every time you create a new estimate/order. This article will walk you through how to set up Estimate Options which includes features that are unique to estimates.
Estimate Options Page in Settings
Note: You can compare features A–C below with the following images from an Estimate page in the Sales Module.
A. Enter the number of business days after the estimate is created, to set up a default Follow-up Date for
salespeople.
B. Select a time of day for the Default Follow-up.
Note: Users can manually change this when entering an estimate from Sales/Estimates/(estimate #) then
clicking to edit the Estimate Follow-up modal.
C. The Default Time for Item Due Dates can be helpful if you need to make sure an item is done before another
part of the process has started.
Example: If a table is being created and the legs and top need to be painted before they're assembled, you
could add an item due date to ensure that your table will be completed in the right order.
Note: The default due date is affected by your hours of operation, so if you create an estimate on a Friday and
your default due date is one day later, but you're not open on the weekend, the due date will be the next
business day. If you choose not to enter a time here, it will default to match the Follow-up Due Date.
Estimate Follow-up Modal in Sales
Note: Click on the date below to open the Due Dates modal where you can make edits to this estimate’s due dates.
Estimate Options Page in Settings | Estimate Follow-up Modal in Sales |
Note: You can compare features A–C below with A–C in the image above from the Estimate Options page in the Settings Module.
When you select a Required Field, your salespeople will have to enter the information required before they can save an estimate.
D. Estimate Origination can help you know how your customers are finding you and where to spend your
marketing efforts.
E. If you check this box, all of the Tax Exempt Estimates for this company will require you to add the company’s
Tax ID and a Tax Exempt Reason.
Note: Tax Exempt status can be changed on each estimate as needed. Tax Exempt Reasons are created in the
Settings Module/Sales/Reasons Lists.
Estimate Options Page in Settings |
| Estimate Details Tab in Sales |
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F. When users lose an estimate, you can choose to prompt them to select a reason from a dropdown list of reasons
you’ve created previously.
G. If you check this box, you can allow a user to enter their own reason for losing an estimate.
H. When users void an estimate, you can choose to prompt them to select a reason from a dropdown list of reasons
you’ve created previously.
I. If you check this box, you can allow a user to enter their own reason for voiding an estimate.
Estimate Options Page in Settings | Estimate Lost Reasons Modal in Sales Estimate Voided Reasons Modal in Sales  |
When cloning an estimate, you can choose to include or exclude certain information from the original estimate. This page allows you to select these options as the default whenever you clone an estimate from the More Actions ellipsis (appears when hovering over an estimate) on the Estimates page.
Note: All of these options can be manually checked or unchecked when cloning except for the prefixes below.
Estimate Options Page in Settings | Estimates Page in Sales |
J. You can add a prefix to your cloned estimate descriptions.
K. You can choose to have any changes you've made to your pricing and roles update by default when cloning an estimate.
L. You can choose to always copy files and notes when cloning an estimate.
M. If you choose to copy approvals from the previous estimate, the new estimate will also show as approved.
N. You can choose to show and/or require an Item Category when adding estimate items on the Items tab, allowing
you to pull reports by Item Categories.
Estimate Options Page in Settings |
Estimates Page in Sales |