{"id":18743,"date":"2024-06-24T12:22:48","date_gmt":"2024-06-24T12:22:48","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=18743"},"modified":"2026-01-04T11:21:29","modified_gmt":"2026-01-04T11:21:29","slug":"offers-on-estimates","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/offers-on-estimates\/","title":{"rendered":"Offers on Estimates"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]An Estimate acts as an initial invoice, detailing product or service information, estimated costs, client data, and other relevant details. Allowing the option to apply offers enhances flexibility and competitiveness, attracting clients while providing them with added value and potential savings.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”How to Apply Offers for Estimates” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1718189703161{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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Note:<\/strong>\u00a0before you start, make sure to\u00a0activate the \u201cOffers\u201d app<\/a><\/strong> on your account.<\/em><\/p>\n<\/div>\n

<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

To activate the option of applying offers for estimates follow the steps below:<\/p>\n

From the main menu click on “Sales<\/strong>“, then from the dropdown menu select “Sales Settings<\/strong>“.<\/p>\n

Choose the “Estimate Settings<\/strong>” tab.<\/p>\n

\"\"<\/p>\n

Enable “Apply Offers to Estimates” <\/strong>option, then click “Save<\/strong>“.<\/p>\n

\"\"<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Creating an Offer” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1718192922950{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You’ll first need to create the offer needed before creating the estimate. Click on “Sales Settings<\/strong>“, then choose the “Offers<\/strong>” tab and click on “Add Offer<\/strong>“.<\/p>\n

\"\"<\/p>\n

In the following example, we created an offer with the type “Buy N Get Discount On Cheapest Item<\/strong>.” To apply this discount, customers need to purchase a minimum of “3<\/strong>” items. The discount provided is an “absolute discount”<\/strong> of “50<\/strong>” units on the cheapest item.<\/p>\n

Enter the rest of the offer details and click “Save<\/strong>” as shown in the following image.<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details about creating an offer<\/a><\/strong>\u00a0refer to this guide.[\/vc_message][vc_custom_heading text=”Creating an Estimate” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1718194267005{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]After creating the offer, we’ll create an estimate for any four items from the items list.<\/p>\n

The system will automatically apply the offer, providing a $50 discount on the cheapest item, as illustrated in the image below.<\/p>\n

\"\"[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details about creating an estimate<\/strong><\/a>\u00a0refer to this guide.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2154,2150],"tags":[4058,4414,5440,3808,5439,3876],"class_list":["post-18743","user_manual","type-user_manual","status-publish","hentry","category-estimates","category-sales-settings","tag-add-offer","tag-create-an-estimate","tag-create-an-offer","tag-estimates","tag-offers-on-estimates","tag-sales-settings"],"yoast_head":"\nOffers on Estimates - 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\/user_manual\/offers-on-estimates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Offers on Estimates - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]An Estimate acts as an initial invoice, detailing product or service information, estimated costs, client data, and other relevant details. 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