# 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. (S…

- Page: https://dashboard.nizu.io/knowledge_base/view/503-what-are-estimates-in-nizu
- Part of: [Knowledge base](https://dashboard.nizu.io/knowledge_base/llms.txt) on NIZU — https://dashboard.nizu.io/llms.txt
- Updated: 2026-10-25T11:50:03Z

## 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?](https://dashboard.nizu.io/knowledge_base/view/509)

### Read next

- [How to create and send an estimate](https://dashboard.nizu.io/knowledge_base/view/504)
- [How your client accepts or rejects an estimate](https://dashboard.nizu.io/knowledge_base/view/505)
- [Turn an accepted estimate into an invoice or a project](https://dashboard.nizu.io/knowledge_base/view/506)
- [Estimate requests: let clients ask for a quote](https://dashboard.nizu.io/knowledge_base/view/507)
- [Estimate settings and who can use Estimates](https://dashboard.nizu.io/knowledge_base/view/508)