Estimate settings and layout

What your estimate looks like when the customer opens it is configured once, in Settings > Documents. Get it right early and every quote you send is consistent.

1. The Estimates card

The first card, described as "Layout, approval settings, and default terms". Invoices have their own card below it with its own save button, so changes here affect estimates only.

2 to 9. The sections you can show or hide

Each is a toggle controlling whether that block appears on the document.

2. Logo puts your logo at the top. It comes from Settings > Organization, so upload it there first or this shows nothing.

3. Customer Details is their name and service address.

4. Business Details is your name, address and tax number. Keep this on. It's what makes the document look like a real company's paperwork, and in some places it's required on anything you invoice against.

5. Line Items is the services table. Effectively always on.

6. Total is the totals and tax breakdown.

7. Footer is whatever you want at the bottom, for example a licence number or an insurance note.

8. Note is a free-text area for a message on the quote.

9. Terms is your default terms and conditions, which prefill on every estimate so you're not retyping them.

10. Save Estimate

Saves the estimate layout. The invoice card has a separate Save Invoice button, and one does not save the other.

Colour

There's a colour picker on this page that sets the accent colour on your documents. Match your logo rather than picking something loud, because this colour lands on every quote a customer sees.

Tips and gotchas

• Two cards, two save buttons. Estimates and invoices are configured separately.
• Default terms save you retyping. Write them once here.
• The logo comes from Organization settings. Toggling it on with no logo uploaded shows nothing.
• Send yourself a test estimate before you send one to a customer.

Next up: Invoices