Estimates in NuMetric
Estimates allow businesses to send itemized price proposals before confirming a sale. You can create an estimate by:
Navigating to Sales > Estimates.
Clicking Create Estimate.
Selecting a customer or adding a new one.
Entering the estimate creation and expiration dates.
Adding a reference Purchase Order or summary.
Adding item details including quantity, unit, price, and tax.
Attaching notes, terms, or files (PDF, PNG, JPEG).
Clicking Save to generate the estimate.
Estimates can later be converted into invoices once accepted, helping streamline the sales workflow.
Once a Estimate is issued in NuMetric, the user can:
Edit or Update: Use the Action dropdown to modify the estimate details if changes are needed.
Share via Email: Send the estimate directly to the customer from within the platform.
Track Read Count: See how many times the estimate has been viewed by the recipient.
Copy Public Link: Create and copy a shareable link to view the estimate online.
Convert to Invoice: Instantly convert the estimate into an invoice westimate is accepted.
Download PDF: Generate a printable PDF version of the estimate.
📌 Note
Easily share documents via secure smart links and get notified when they're viewed, ensuring transparency, accountability, and quicker responses.