How do I create a Cost Estimate with Options?
This is a step-by-step walkthrough on how to create, cancel and answer a cost estimate with options.
Written by Annukka Matilainen
Updated at September 24th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
To create a Cost Estimate with Options the order requires a customer with a valid email address, device and to not be in draft order state.
1. Add the product(s) to the order setting the price tier for the repair.
2. Click the shopping cart > Create cost estimate
3. Confirm the information is correct in the cost estimate panel.
4. Click "Create and send to end customer" to save and email the customer the cost estimate.
5. Customers will receive an email with the link for the cost estimate. Once they click on the link they will have an option to approve or decline the cost estimate and click next.
Once the customer has made their decision they will be brought to a page for a digital signature. Once they have signed and confirmed, a note will be added to the order to alert the handler and an invoice will be created.