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Estimates

Create an estimate, send it, have it signed, then convert it into an invoice or a purchase order.

Updated on 06/10/2026 Edit this page Open in the full documentation

An estimate prices a job before you commit to it. It uses the same form as invoices, but it has neither a payment due date nor payment tracking: its life ends when it is accepted and converted, or when it is refused. The Estimates screen is in the sidebar.

The estimate list, empty in the demo company
  1. The list of quotes is empty in the demo company.
  2. Search and filters work as they do for invoices.
  3. Create opens a new quote, with the same form as an invoice.

What you will do

  • Create an estimate and set its validity period.
  • Send it to the customer by email, with or without a signature request.
  • Convert it into an invoice or a purchase order once accepted.

Create an estimate

  1. Open Estimates, then click Create. The « Nouveau devis » (new estimate) form appears.
  2. Choose the Customer or create one with the button to the right of the field.
  3. Check the proposed Number and the Issue date.
  4. Fill in the Due date: on an estimate, it acts as the validity date and is printed under the heading Valid until. The Terms selector (7, 14, 15, 30 days...) works it out for you.
  5. Add your lines, section titles and free text just as on an invoice (see Create an invoice).
  6. Click Save, or « Enregistrer et envoyer » (save and send) to go straight to the email.

The estimate list shows « N° Devis » (estimate no.), Customer, Issue date and Amount. There is no status column: an estimate is neither paid nor overdue.

Send and have it signed

From the estimate row, the envelope icon or the Send by email entry opens the confirmation "Check the document before sending to ...". The PDF is attached automatically. See Send by email.

If the electronic signature module is active in your plan, the Options menu offers « Demander signature » (request signature):

  1. Enter the « E-mail du signataire » (signer's email).
  2. Add the « Téléphone (code OTP par SMS) » (phone, OTP code by SMS) to secure the signature.
  3. Customise the Message and click Send request.

Once the estimate is signed, the detail page carries the Signed badge and the entry becomes « Certificat de signature » (signature certificate): it downloads the signed PDF. On the web, the assistant shown after creation offers the steps Preview, Get it signed and Email send.

Accept, refuse

The Accepted and Refused statuses exist in the Status filter of the list. An electronic signature counts as acceptance. For a refusal, or an acceptance without signature, set the status from the web application.

Warning

The app offers no dedicated "Accept" or "Refuse" button on an estimate. Only the electronic signature and the conversion record the customer's agreement; we were unable to verify any other mechanism for changing the status.

Convert into an invoice or a purchase order

When the customer accepts:

  1. Open the Options menu of the estimate.
  2. Under « Convertir en » (convert to), choose Invoice or Purchase order.
  3. Confirm in the "Convert this document?" window with « Convertir » (convert).

The new document takes over the customer, the lines and the notes. The original estimate remains available for consultation but becomes locked: "This document has been converted and cannot be modified." It can no longer be deleted either.

Note

The conversion runs from the web application: in the app, the Invoice and Purchase order entries of the « Convertir en » (convert to) block are marked "Available on the web".

Tip

A refused or expired estimate does not need to be deleted: Duplicate lets you start again from it for a new proposal, with a new number.

See also