What are Estimates in NIZU?

An estimate is a priced quote you send to a client or a lead before the work starts. The client accepts or rejects it online, and an accepted estimate becomes an invoice or a project in one click.

What are Estimates in NIZU?

An estimate is a priced quote you send to a client or a lead before the work starts. It lists what you will deliver, how many, at what price, with your taxes and any discount. The client opens it from an e-mail or a link, accepts it (with a signature if you want one) or rejects it, and an accepted estimate becomes an invoice or a project in one click.

Where to find it

In the left menu, open Estimates (in the Sales group). The page has three tabs: Estimates, Estimate Requests and Estimate Request Forms. Every client and every lead also has an Estimates tab with its own Add estimate button.

If you do not see the menu, an administrator switches it on in Settings → Modules (Estimate, and Estimate Request for the request forms).

What an estimate holds

Who it is for: a client or a lead. It uses that client's currency.
Estimate date and Valid until.
Items: each line has a description, a quantity, a unit type (hours, pieces...) and a rate. You pick items from your item list or create new ones on the spot.
TAX and Second TAX on the whole estimate, and a Discount before or after tax, as a percentage or a fixed amount.
A Note printed under the items, and the Estimate Footer from your settings on the PDF.

The four statuses

Status	What it means	What your client sees
Draft	You are still preparing it. Clients do not see drafts in their portal.	Nothing
Sent	It was e-mailed with Send to client, or you used Mark as Sent.	New
Accepted	The client accepted it, or you marked it accepted.	Accepted
Declined	The client rejected it, or you marked it declined.	Rejected

Good to know: the Valid until date is printed on the estimate, but nothing changes by itself when it passes. Follow up or mark the estimate declined yourself.

Estimate or proposal?

Use an estimate when the client mainly needs the price: a list of items and a total. Use a proposal when you need to convince: a written document with your approach, timeline and terms, with the price table inside it. An accepted proposal can still become an estimate. See What are Proposals in NIZU?