Agiled Docs

Estimates help you quote work before billing.

Create an Estimate

Open Finance > Estimates.
Select the create action.
Review or edit the estimate number.
Set the issue date and expiry date.
Choose the contact. Agiled fills the recipient email when the contact has one.
Add or confirm the linked account.
Add line items, products, quantities, units, prices, discounts, and taxes.
Choose currency, locale, template, and branding settings.
Add notes, terms, footer text, and signature blocks if needed.
Save as draft or send the estimate.

The estimate form starts with the customer. Choose a contact first when possible. If the selected contact belongs to an account, Agiled can apply that account and use the contact email as the recipient email.

If a contact has no account and the estimate needs account context, use the quick account create action before sending.

Expiry Dates

Use expiry date presets when available, such as common valid-for periods. If your team has a standard quote validity window, use the same expiry pattern for every estimate.

Expired estimates can confuse customers, so review the public page before resending an old quote.

If pricing changes after an estimate expires, create a revised estimate instead of resending an old public link. This keeps the customer-facing quote aligned with the current offer.

Line Items

Each line item can include:

product or service;
description;
quantity;
unit;
price;
line discount;
tax settings.

Selecting a product can prefill description, price, unit, and matching tax. Check the line after selection because product defaults may not match the exact quote.

Use customer-readable descriptions. Internal shorthand, supplier notes, or draft pricing assumptions should be removed before the estimate is sent.

Use notes for quote-specific context, terms for acceptance/payment/legal conditions, and footer for reusable closing text. Keep customer-facing language clear because this content appears on public estimate pages and PDFs.

Signatures

Open the signatures section when the estimate must be signed before acceptance. Add signer name and signer email for each required signer.

If signatures are required, the customer may need to complete signing before the estimate can be accepted.

Send for Review

Preview the estimate before sending it. The public estimate page lets the customer review the quote and complete the available action, such as approval or signature when configured.

Before sending, check:

customer name and email;
issue and expiry dates;
all line totals;
discount and tax behavior;
terms and notes;
template and logo;
signature requirements;
auto-convert behavior.

Convert to Invoice

When an estimate is accepted, convert it into an invoice so billing can continue without manually recreating the same line items.

If auto-convert on accept is enabled, Agiled can create the invoice after the customer accepts. If you prefer review before billing, leave auto-convert off and convert manually after checking the accepted estimate.

Estimate Review Checklist

Before sending:

confirm customer and recipient email
confirm expiry date and quote validity
review every line item, discount, and tax
preview the public estimate page
confirm signature and approval requirements
decide whether auto-convert should be enabled
check attachments and terms for customer-safe wording

Estimates