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# How to Create Proposal Estimate

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_tnx6tv.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_usd2q3.png)

###### Step 3. Click on Create Estimate.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1hrm65p.png)

###### Step 4. Select Proposal Estimate from the dropdown.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_s1c1zj.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_m2ezpr.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_18m1u8f.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_15cw4u9.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_q8sq9b.png)

###### Step 7. Click on the Add a Section button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_154l1ky.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_113s5pl.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_6q07rt.png)

###### Step 10. Tick the Require E-Signature checkbox.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_gil0lb.png)

###### Step 11. Click on the Done button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_24eup5.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1dtbqeg.png)

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


###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_v6upa3.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1wvyepy.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_nqcxlj.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_16vqtwj.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_z8iq23.png)

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

**Write Signature**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1s2uvg9.png)

**Upload Signature**

**Draw Signature**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_9dq4y5.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_u7p3ny.png)

###### Step 18. Navigate back to the admin side.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_qstwdv.png)

###### Step 19. Open the preview of the same estimate.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1k9oeq5.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_wmjzlw.png)