Creating Quotation

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SimePro CRM allows you to easily manage your estimates. The next sections will explain how to create and manage your estimates.


Creating An Estimate

You can create a new estimate by clicking on the (1) Quick Add Icon or by clicking on the (2) Add Estimate Button.

 

Publishing An Estimate

Your estimate will remain in “Draft” status until you publish it. Publishing an invoice will make the estimate visible to your client and will also send an email notification to your client.

To publish an estimate, see the image below.