How to create and send an estimate online

  • Sales
  • How to create and send an estimate online

Última actualización: 28/03/2017

In this article we will explain how you can create an estimate online using STEL Order.

An estimate (also known as price quote or quotation) represents an offer that your company makes to a client, which includes a potential set of products and potential prices. The client can then accept or refuse your estimate based on their requirements and expectations.

online estimates

This counts as the first step towards selling a product or service to one of your clients.

You can create an estimate online for your clients as well as your potential clients, and if another document is generated from this document (a sales order, delivery note or invoice, for example), then the current state of the estimate will automatically change to closed.