Customer estimates
Prepare a structured customer estimate with products, quantities and commercial terms before committing to the next sales or invoicing step.
Make the proposed sale easy to review
An estimate captures the proposed customer, products or services, quantities and prices as a document your team can find and review. It gives a quotation a clearer structure than a free-form email and keeps the relevant customer and product references close to the proposed amounts.
Separate quoting from fulfillment
Review the commercial details before advancing the sale. An estimate is not a shipment, a paid invoice or proof that stock has been allocated. When the customer agrees, use the supported sales workflow and verify the resulting order or invoice. For managed US sales-tax calculations, the configured destination and tax facts also matter at the estimating stage.
What to know before you start
An estimate is a commercial proposal. Do not treat it as a stock reservation, fiscal invoice or payment collection without the corresponding subsequent document.
Practical questions
Does an estimate reduce available inventory?
It is not the physical fulfillment event. Use the sales-order and reservation workflow for committed demand.
Should I review tax before issuing the invoice?
Yes. Product, customer, destination and country configuration determine the applicable supported tax workflow.
Continue the workflow
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Sales invoicing
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.
Managed US sales tax
Calculate supported US sales tax on new managed sales documents using configured registration states, destination information, product facts and valid exemption certificates.