Send and manage an estimate
Email, download, copy, update status and review client acceptance or decline activity. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goSales → 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 you’ll accomplish
Email, download, copy, update status and review client acceptance or decline activity. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Go to 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 downstream client portal, reporting or automation effects where applicable.
Fields and decisions to review
CustomerCheck 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.
CurrencyCheck 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 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 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-facing PDF before sending.
- Convert only after approval or according to the internal sales process.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentchecktaxcurrencyapprovalsales accountingclient portalnotificationsemailcustomers
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