The article below is a step-by-step guide that show you how to generate, send, and manage quotation-style documents for your clients.
Navigation: Capium 365 > Client Portal > Invoices > Estimates
Once you've filled in the relevant details (e.g. client, description, amounts, notes), you can save the estimate or immediately send it to the client from the same screen. See screenshot below:
After an estimate is created, you will see a summary view showing key metrics:
-Number of Customers with Estimates
-Total Estimates Created
-Total Accepted
-Total Decline
Just like in other sections, you can use the following tools:
Filter by Status & Timeframe – View only Pending, Accepted, or Declined estimates
Search – Quickly locate specific estimates using keywords or client names
Export estimates in Excel, CSV, or PDF formats
Managing Estimates
When you hover over any estimate line, quick-action icons appear, giving you the ability to:
Send – Email the estimate to the client via capium 365 or from Gmail, Outlook (See screenshot)
Print – Print a physical copy
Mark as Sent – Record it for tracking even if sent outside Capium
Mark as Accepted – Once approved by client (You can then convert it into an invoice)
Mark as Declined – If rejected
Duplicate – Reuse the same format and info for another estimate
Edit – Make changes if details need updating
For a more detailed walkthrough on how to create, send, and manage estimates, refer to: