Create an estimate
Start an estimate for a client and project, add lines from your catalog or typed by hand, then apply your sales taxes and a discount.
Send an estimate
Download your estimate as a PDF to send to your client yourself, then mark it sent, which locks the estimate so it can no longer be edited.
Record the customer's decision and revise an estimate
Record that your client accepted or declined a sent estimate, and revise a sent or declined estimate to make a new version you can change.
Turn an accepted estimate into an invoice
Open the invoice the app creates when your client accepts, and learn what "Estimate must be accepted before converting" means and what to do.