<aside> 💡 In this section, you will know how to create an estimate in Hubshake, the associated fields and connections for this transaction, and how it is integrated into Witty.

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Note:

In HQ mode, you can only view an existing estimate, invoice, and sales order created from different branches. You can only create a new sales transaction when you are in a specific branch mode, so make sure you are set in one.

Subheadings:

• Create an Estimate in Hubshake
• Create an Estimate through Witty - Hubshake Integration

Estimates Definition

→ An estimate for a product is a rough or approximate calculation.

→ Estimates are commonly used when the customer wants to request a quote to determine the estimated cost of their purchase.

Create an Estimate in Hubshake

Note: Make sure you are in branch mode.

1. Go to the Sales menu > Estimates.
2. Click the +New button.
3. An initial form will show like in the photo below.