Estimate

This page covers the estimate flow. Use it when you want to send a quote before the order is confirmed.

What the screen tracks

Field	Meaning
estimate_number	Estimate number
reference_from	Source reference
ref_type	Reference type
party	Customer name
address	Billing address
secondary_address	Alternate address
title	Estimate title
date	Estimate date
due_date	Due date
expected_close_date	Expected close date
memo	Notes
currency_id	Currency
exchange_rate	Exchange rate
sales_rep_id	Sales rep
forecast_type	Forecast type
partner	Partner name
department_name	Department
location	Location
class_id	Class
details	Line items

The estimate can also carry notes, files, tasks, events, messages, and relationships.

What to include

• Clear item names
• Correct unit and quantity
• Rate and discount
• Tax where needed
• Project or location if required

Example

A customer asks for a quote for 20 laptops. The estimate lists each item, the quantity, the rate, and the expected close date. The customer can then approve the quote or ask for changes.