Quick Answer
How do you create an estimate from a contact record?
Open the contact in Contacts, select the Payments tab, choose Create Estimate, add your products or services, quantities, notes, terms, taxes, and discounts, then review and send the estimate to the contact.
What You Can Do from the Payments Tab
You may need to send a quote or estimate to a contact, but switching between separate tools can slow down your workflow.
The Payments tab inside a contact record gives you a direct way to create an estimate that is already connected to the correct person.
From there, you can add products or services, adjust quantities, include notes or terms, apply taxes or discounts, send the estimate, and monitor its status.
Keeping the estimate tied to the contact can make quoting and follow-up easier to manage from one place.
Keep estimates connected to the contact
Creating the estimate from the contact record helps keep the quote associated with the right customer and makes later tracking and follow-up easier.
Estimates at a Glance
Before You Begin
Gather the information you need before opening the estimate builder.
- Confirm that you are working with the correct contact.
- Decide which products or services should be included.
- Review the quantities and pricing.
- Prepare any notes or terms that should appear on the estimate.
- Decide whether taxes or discounts need to be applied.
- Review the final estimate carefully before sending.
Step-by-Step: Create and Send an Estimate
Follow these steps to build an estimate directly from a contact record and send it to the customer.
Open the Contact Record
Go to Contacts and open the contact you want to quote.
Open the Payments Tab
Inside the contact profile, select Payments.
Create the Estimate
Select Create Estimate to open the estimate builder.
Add Products or Services
Add the products or services that should appear on the estimate.
Adjust quantities as needed and include any notes or terms that should be shown to the customer.
Apply Taxes or Discounts
Use the available estimate-builder controls to add taxes or discounts before sending.
Review and Send the Estimate
Review the contact, line items, quantities, pricing, notes, terms, taxes, and discounts.
When everything is correct, send the estimate to the contact.
Track the Estimate
After sending, use the Estimates Dashboard to monitor the estimate status.
The dashboard can help you see whether an estimate is pending, viewed, accepted, or needs follow-up.
Keep recurring estimate details consistent
If you frequently send similar estimates, use consistent branding, terms, and structure so quotes stay professional and are faster to prepare.
Estimate Best Practices
Frequently Asked Questions
Can I edit an estimate after it has been sent?
What happens if I send an estimate to the wrong contact?
How can I track if an estimate has been viewed?
Are there any limits to the number of estimates I can send?
Can I include taxes or discounts in the estimate?
Continue Learning
Continue learning how estimates, invoices, and payment workflows work in BizStackPro with these related Help Center guides.
