> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Create a New Estimate?

**Step 1 :**  Go to the **Estimate Management Section**

**Login** to your **Invoicera** account and go to the **Estimate** drop-down option on the **Billing tab**.

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/79_1gc20r9.png)

**Step 2 :** Go to **Create an Estimate**

In the **‘Estimate Management’** section click on the option shown below to start creating a **new** estimate.


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/80_xyqmo0.png)
**Step 3 :** **Create** an Estimate

To create an estimate you need to fill in some details :

1. **Select** a **client**

2. Add an appropriate **estimate title**

3. Add the **estimate number**

4. **Select** the product/service

5. **Schedule** the estimate for a particular date (This is optional)

6 **Choose** a template for your estimate

7. Mention the **Terms and Conditions** (You can choose to make them invisible to the client)

Once you have filled in all the details you can send the estimate directly to the client or save it as a draft.

### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/81_1pjxs1m.png)


### ![](https://storage.crisp.chat/users/helpdesk/website/fbd301f55ae1b800/82_1nxn42a.png)





**Step 4 :** Other Features :

You can further use the following features after you have created and saved an estimate:

8. **Send** an invoice for the estimate

9. **Print** the invoice

10. **Export** as a PDF

11. Add a **mail attachment**



**Step 5 :** Add a **Mail Attachment** to your Estimate

You can add a mail attachment to your estimate in the following manner:

12. The **default** client e-mail address shows

13. You can **add** an appropriate message

Choose you file and **click** on **send**. You can also edit the default e-mail address if required.