Sales Estimates

The Sales Estimates module in Nettware helps your organization generate clear, professional cost proposals that can be quickly converted into sales transactions once approved. It supports a flexible sales workflow and keeps clients informed throughout the process.

Create Estimates from Other Documents

Sales Estimates can be created directly from Sales Invoices, Work Orders, Other Sales Estimates and Work Quotes.

This enables seamless continuity between different stages of the sales and service cycle, while maintaining linked records for traceability.

Client Approval

Each estimate allows you to track client approval status, providing visibility into where a deal stands

Approval can be recorded manually or via digital confirmation (depending on setup), helping speed up the transition to the next step

Convert Estimates with a Click

Once approved, a Sales Estimate can be converted into a Sales Invoice or Sales Order with single click — allowing you to move swiftly from pricing to fulfillment and billing.

Automated Notifications

• Use Nettware's Notifications system to:

  • Inform clients when a new estimate has been issued

  • Send reminders for pending approvals

  • Confirm status updates as the estimate progresses or is converted