Estimate template

Estimate template

  • Goto ‘Settings’>>’Estimate template’
  • The five templates available are Professional template, Service template 1, Service template 2, Fixed fee template and Product template
  • Depending on the nature of your estimate you can choose a template accordingly
  • Professional template: General template that can be used for many type of companies
  • Service template1: Used by companies that provides services
  • Service template2: Used by companies that provides services
  • Fixed fee template: Used by companies who work on a fixed fee basis
  • How do I create an estimate?

    • Log on to Handdy Estimates.
    • Click ‘Create estimate’ tab to begin creating your estimates.
    • Enter information like ‘Client company’, ‘Customer address’, ‘Estimate number’, ‘Estimate date’, ‘Currency’ and ‘Estimate valid for’.

    01

    • Enter sale particulars like ‘Item’, ‘Description’, ‘Price’, ‘Quantity’, ‘Units’ and ‘Tax’ for each line item.
    • Tax can be charged for each line item under the ‘Tax’ tab.
    • The amount payable for each line item will be calculated and displayed under the ‘Amount ‘tab.
    • Click on ‘Add line’ to include new line item.
    • ‘Subtotal’ reflects the total value of all line items.

    02

    • Below the ‘Subtotal’ tab is the ‘Add field’ tab which allows you to Add tax, Add subtotal, Discount, Charges and Others.
    • The total estimate amount will be displayed below the ‘Add field’ tab.
    • You can add notes to customer by using the ‘Notes to Customer’ tab which appears below the ‘Estimate Total’ tab.
    • Notes to customer will appear at the bottom of the estimate that you have created.

     

    03

    • Sales rep’ option allows you to include in the estimate name of the sales person who has executed the sale.
    • Additionally, in the ‘Sales rep’ tab using ‘Add new sales rep’ option you can add first and last name and email address of a sales person that you wish to add to your list.
    • Review the created estimate and click ‘Save’ option to save your estimates.

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    • The estimate that you have created will appear on the screen.

     

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