How to Create Proposal Estimate

Step 1. Log in to the application with valid credentials.

Step 2. Click on the Estimate module under the Billing section.

Step 3. Click on Create Estimate.

Step 4. Select Proposal Estimate from the dropdown.

Step 5. Enter the required inputs in all the fields.

Step 6. Select the Customer, Products & Services, Tax, etc.

Step 7. Click on the Add a Section button.

Step 8. Four options should appear: Overview, Timeline, Scope of Work, and Blank Section.

Step 9. On the right side, click on Require E-Signature.

Step 10. Tick the Require E-Signature checkbox.

Step 11. Click on the Done button.

Step 12. Click on Save as Draft or Send by Mail.

Step 13. A validation message should appear: "Proposal Estimate has been successfully sent."

Step 14. Navigate to the client side using the link.

Step 15. Scroll down to the bottom of the page and click Accept.

Step 16. A pop-up will appear requiring a digital signature.

Step 17. Choose a signature method (Write Signature, Upload Signature, or Draw Signature) and click Save.

Write Signature

Upload Signature

Draw Signature

Validation message will appear on screen that proposal Estimate has been successfully accepted.

Step 18. Navigate back to the admin side.

Step 19. Open the preview of the same estimate.

Step 20. At the bottom, the selected signature mode and the signed date should be visible.

Updated on: 20/11/2025