Estimate settings and who can use Estimates

Set the estimate prefix, numbering, colour, footer, BCC, signature on acceptance, lock state and comments, and choose per role who can view or manage estimates.

Estimate settings and who can use Estimates

An administrator sets up Estimates once for the whole workspace: how they are numbered and look, what the client can do with them, and who in the team can see or change them.

Settings → Sales & finance → Estimates

Estimate Settings tab

Setting	What it does
Estimate prefix	Text in front of the number, for example "ESTIMATE #" or "QUOTE-".
Estimate Color	Colour of the estimate layout. When empty, the invoice colour is used.
When sending estimate to client, send BCC to	An address that receives a copy of every estimate you send, for example your sales mailbox.
Initial number of the estimate	Start numbering from a higher number. It must be larger than the last estimate number.
Estimate Footer	Text printed at the bottom of every estimate PDF: bank details, legal mentions, terms.
Create new projects automatically when estimates gets accepted	Starts a project for each accepted estimate. See Turn an accepted estimate into an invoice or a project.
Enable comments on estimates	You and your client can discuss the estimate on its page.
Show most recent estimate comments at the top	Newest comments first.
Add signature option on accepting estimate	The client must draw a signature to accept.
Enable lock state	An accepted estimate can no longer be edited. Cloning it still works.

Estimate request settings tab

Estimate Request Prefix: shown in front of request numbers (default "ER #").
Hide fields from public estimate request forms: remove contact fields you do not need. First name, last name and company cannot all be hidden, and e-mail needs first and last name.

E-mails and notifications

The texts of the e-mails are in Settings → Email templates: Estimate sent, Estimate accepted, Estimate rejected, Estimate commented and Estimate request received. Each one can be translated per language. Who is notified is set in Settings → Notifications.

Who can use Estimates

In Team → Roles, the question Can access estimates? has these answers:

Can't access estimates
Can manage all estimates / Can view all estimates
Can manage only own created estimates
Can manage or view estimates of own clients, of own leads, or of own clients and leads (the clients and leads the person owns).

The same answer applies to estimate requests. Administrators can always do everything. "View" roles open the estimate read-only.

What clients see

Clients see their estimates in the portal under Estimates, never the drafts. You can hide the menu for everyone in Settings → Client portal → Client permissions (Hide menus from client portal), or per contact with their access rights.

To switch the whole module on or off: Settings → Modules → Estimate and Estimate Request.

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Friday, 23 October 2026, 11:12 AM

Created by: Konstantin Stojanovski

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