Click on “Estimates”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Estimates list within a client’s finance tab)
Click on the “New” button at the top right of the Estimates table.
If you are on the Estimates list (not inside of a particular client) please select the Client in the popup modal that appears. You can also enter in a title and select a template (See How to create an Estimate template for more information).
Once you have finished filling in the initial details, click “Create” and the Estimate will be generated and automatically opened for you.
Now that the Estimate has been created you can adjust the Estimate date and expiry etc. in the fields provided.
To add a stock items click on the grey “Add Item” button and then “Select Stock” Search for the item and click on it. From here you can enter in the quantity of the product. If you need to add additional items this can be achieved by clicking on the “Add Item” button again.
By clicking on the arrow at the far right of a stock item line it is possible to view and edit additional information. This includes the promotional price, discounts, tax rates, if the item is to be an optional item on the Estimate. It also provides a better breakdown of the pricing for this line on the quote as well in regards to tax, pre-tax and post-tax prices.
When the quote is finalised a PDF copy can be downloaded by clicking on “PDF” at the bottom right of the quote. Also by clicking on “Save & Email” it is possible to send a copy of the quote to your client from CRM.