Estimate Request Feature in CRM Leaf: How to Create and Manage Cost Estimates
The Estimate Request feature allows your sales team to request a cost estimate for a potential client project. This helps in planning, budgeting, and providing accurate quotes to clients. It’s particularly useful when a proposal or quotation depends on internal evaluation or multiple teams.
An Estimate Request is a formal request sent to the relevant team (e.g., project management, finance, or development) to provide an estimated cost or budget for a specific client project. This request ensures that all stakeholders are aligned before committing to a quotation or proposal.
How to Create an Estimate Request?
To create a new estimate request, follow these steps:
- Go to Sales → Estimate Requests.
- . Click Create Estimate Request.
- Fill in the required details:
- Client: Select the client for whom the estimate is being requested.
- Project: Choose the related project.
- Estimated Budget: Enter the expected budget for the project.
- Currency: Select the preferred currency for the estimate.
How early you want to get the estimate?: - Specify the urgency or deadline by which the estimate is needed.
- Details of Requirement: Clearly describe the project scope, requirements, and any specific expectations that the estimating team should know.
- Click Send Estimate Request.
- The request will be submitted to the relevant internal team for evaluation.
How to Send the Estimate Request?
- After entering the details:
- Review all the information carefully.
- Click the Send Estimate Request button.
The request will be routed to the assigned team, and you’ll be notified once an estimate is provided.
Exporting Estimate Requests
You can export estimate requests to Microsoft Excel by default. This allows you to maintain offline records, analyze requests, or share them with other stakeholders.
To export:
- Go to the Estimate Requests list view.
- Use the Export option.
The system will generate an Excel file with all relevant data formatted properly.