Every sales conversation has to start somewhere—and usually, it starts with a question:
"How much will this cost?"
In ClearCRM, that journey begins with Estimate Requests and Estimates.
Step 1: Capture Interest with Estimate Requests
Estimate Requests are forms you can embed on your website, send in emails, or include on landing pages. They help you:
Collect early price or project inquiries
Get visibility into what your prospects are looking for
Start pre-qualifying leads before sending quotes
Each submission creates a new entry in your system, ready for review by your sales team.
Step 2: Send a Formal Estimate
Once you're ready to provide a detailed quote, head over to the Estimates section.
Click Create New Estimate to begin.
Here’s what to fill out:
Customer (auto-populates billing/shipping addresses)
Optional Project Link (if tied to a project)
Estimate Number, Issue Date, and Expiry Date
Currency, Assigned Sales Agent, Internal Notes
Then scroll down to:
Add Line Items (products, services, hours, etc.)
Apply Taxes, Discounts, and Adjustments (auto-calculated)
Leave a Client Note or Terms & Conditions (optional)
Once you're done, click Save.
Estimate Statuses
Estimates move through various statuses:
Draft – still being prepared
Sent – delivered to the client
Accepted – ready to convert into a Proposal or Contract
These statuses help your team track where each opportunity stands and what needs follow-up.
What’s Next?
Once an estimate is accepted, you can instantly convert it into a Proposal—your next step toward closing the deal.