Creating and converting estimates with the app

You can create new estimates in the mobile app in two different places:

1. Click on Estimate on the bottom-right and then the plus icon in the upper right corner, or 

click on the plus icon in the bottom and then choose Create estimate.

2. You can edit the estimate number, discount settings, currency and estimate language, as well as add a buyer's PO number.

3. Select your customer, the estimate date, the due date for the estimate and add products.

You can either select a customer and product from your list or create a new one by clicking the plus icon in the upper right corner. 

4. Add a message and a footnote to give your estimate a personal touch.

5. If you don't want to approve the estimate yet, you can click Save as draft in the bottom.

6. If you want to proceed and approve the estimate you can click Save in the bottom.

7. Select Send if you want to send the estimate as email or share a link.

 

Converting estimates to invoices

You can convert an estimate into an invoice by selecting the estimate by clicking on "Convert to invoice" in the bottom. This feature is only available with a premium subscription.

app convert to invoice.PNG

Tipp:

If you wish to name your estimates "quote", you can change the title of your document by going to Zervant's browser version, selecting the estimate, selecting edit and going to "settings" on the right-hand side to change the estimate header.

 

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