How Estimates Work in RISE CRM

The Estimates feature in RISE CRM helps you create professional estimates, send them to clients, track their status, and convert approved estimates into invoices or projects.

Benefits of Using Estimates

1. Professional Quotations

Create detailed estimates with:

• Itemized products or services
• Quantities and rates
• Taxes and discounts
• Notes and terms & conditions
• Company branding and logo

This gives clients a clear breakdown of costs before work begins.

2. Faster Approval Process

Clients can review estimates online without downloading files or sending emails back and forth.

3. Track Status

You can easily see whether an estimate is:

• Draft
• Sent
• Accepted
• Declined

This helps your team follow up at the right time.

4. Reduce Manual Work

Once approved, estimates can be converted into invoices, reducing duplicate data entry.

How to Create an Estimate

1. Go to Estimates from the left menu
2. Click Add Estimate button
3. Select the client and other information
4. Save. Next go to the estimate to add items 
5. Add items (Products/Services)

You can preview the estimate before sending it.

How to Send an Estimate to a Client

After adding the estimate items:

1. Click on the Send to client button
2. RISE sends an email notification containing a link to the estimate
3. The estimate also becomes available in the client’s portal

The client can access the estimate from:

• The email link
• Their client portal

What the Client Sees

When the client opens the estimate, they can:

• View all estimate details
• Review items, pricing, taxes, and totals
• Download or print the estimate
• Accept or decline the estimate online
• Optionally leaves comments to discuss with the team
• Can sign the estimate before accept if the sign setting is enabled

Once accepted:

• The estimate status changes to Accepted
• Your team receives notification of the approval

What Happens After Acceptance

After the estimate is accepted, you can:

• Create an invoice from the estimate
• Create project
• Keep a record of the approved pricing and scope