{"id":47660,"date":"2025-12-21T12:59:13","date_gmt":"2025-12-21T12:59:13","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d8%b9%d8%b1%d9%88%d8%b6-%d8%a7%d9%84%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1\/"},"modified":"2026-02-25T11:48:03","modified_gmt":"2026-02-25T11:48:03","slug":"estimates-settings","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/estimates-settings\/","title":{"rendered":"Estimates Settings"},"content":{"rendered":"<p>Estimate settings allow you to control how estimates are created, numbered, tracked, and assigned statuses, helping you manage the pre-sale process and convert quotes into invoices easily.<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enable Estimates Module:<\/b><b><br \/>\n<\/b>Turn this on to create and manage estimates in the system. You can share them with clients and later convert them into invoices without re-entering data.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Next Auto-Generated Estimate Number:<\/b><b><br \/>\n<\/b>The number the system will assign automatically to the next estimate. This helps organize quotes and prevent duplicates.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Auto-number Settings:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Customize the numbering format, including the number of digits, prefixes, and overall format to match your company policy. For details, check the <strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/auto-numbering-settings\/\">Serial Numbering Setup Guide<\/a><\/strong>.<br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Estimate Custom Statuses:<\/b><b><br \/>\n<\/b>Create custom statuses (e.g., Pending Client Confirmation, Under Review, Accepted, Rejected) to track estimate progress and filter them in the system.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Manage Custom Statuses:<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Add, edit, or delete statuses, and assign each estimate to the appropriate status based on workflow. For more details, see the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/edit-statuses-list-estimate\/\">Estimate Statuses Guide.<\/a><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Apply Offers to Estimates:<\/b><b><br \/>\n<\/b>Automatically apply discounts and promotional offers so the final price is clearly shown to the client.<\/p>\n<ul>\n<li aria-level=\"1\">\n<div class=\"flex flex-col text-sm\">\n<article class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-WEB:3f32a3cc-29e7-4427-8b97-66ca29f01fdc-6\" data-testid=\"conversation-turn-14\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @w-sm\/main:[--thread-content-margin:--spacing(6)] @w-lg\/main:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-1\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"3a22277d-e58c-4671-be9d-ba9effa7ef8b\" data-message-model-slug=\"gpt-5-2\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[1px]\">\n<div class=\"markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling\">\n<p data-start=\"334\" data-end=\"495\" data-is-last-node=\"\" data-is-only-node=\"\"><strong data-start=\"334\" data-end=\"343\">Note:<\/strong> When converting an estimate to an invoice, any offer applied to the estimate will remain on the invoice, even if the promotion has already expired.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"author":29,"featured_media":0,"template":"","categories":[2154],"tags":[],"class_list":["post-47660","tutorial","type-tutorial","status-publish","hentry","category-estimates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estimates Settings - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/estimates-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estimates Settings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Estimate settings allow you to control how estimates are created, numbered, tracked, and assigned statuses, helping you manage the pre-sale process and convert quotes into invoices easily. 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