Create an estimate in Magnetize
In this article
How to turn a quote into an "estimate" and send this to the customer in Magnetize.
Briana, Product Designer @Magnetize
Creating a work estimate follows much the same process as creating a quote.
There's just one key difference.
On the quote screen, click on the toggle Pricing is an estimate
As you would for a quote, add the line items, and follow the screens to Send & Preview the estimate and email a link to the customer.
What your customer sees
Work estimates will display the title "Estimate" at the top. In Magnetize, your customer is still prompted to accept the estimate, but it's up to your business if you require this acceptance before the work commences.
