> For the complete documentation index, see [llms.txt](https://wheel-erp.gitbook.io/wheel-erp-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wheel-erp.gitbook.io/wheel-erp-user-guide/finance/estimates.md).

# Estimates

Estimates detail the expected monetary expenditure for a project, allowing clients and the organization to discuss and negotiate costs transparently before starting, ensuring all steps are agreed upon in advance.

<figure><img src="/files/SJWvKf5sEKTwfS56WP0A" alt=""><figcaption></figcaption></figure>

By clicking "Create Estimates" on the top left corner, a form appears requiring details like estimate number, validity date, currency, client, taxation preference, billing details, and a note. The estimate can then be saved or sent to the client's email.

<figure><img src="/files/Sx8KrYsUJx6TI7xRyQ3C" alt=""><figcaption></figcaption></figure>

After saving the details, you can view individual estimates by clicking the estimate number hyperlink. This provides a detailed view with options to download, edit, create an invoice, cancel, duplicate, or send the estimate to the client.

<figure><img src="/files/LBgXlr8MIvj8ITOPABPo" alt=""><figcaption></figcaption></figure>

Estimates outline probable costs for a client's project, facilitating clear communication and mutual understanding between both parties.


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