# 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. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/508-estimate-settings-and-who-can-use-estimates
- 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

## 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**.