# How to create and send estimates with Futuria CRM

> Discover how to create, send and track professional estimates directly in Futuria CRM, and turn accepted estimates into invoices with one click.

Author: Futuria Support Team · Published: March 17, 2026 · Reading time: 2 min read

Source: https://futuriamarketing.com/en/supporto/creare-inviare-preventivi-futuria-crm/

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## New: the Estimates feature

We are pleased to announce the launch of our new Estimates feature. This addition lets you create estimates and share them with customers before you send the final invoice.

Customers can simply **accept or decline** the estimate. You can then **convert the estimate directly into an invoice** and send it with ease.

## How to use the feature

### Opening estimates

Go to your account and select **Payments** in the menu. Click **Invoices and estimates**, then select **Estimates**.

![Estimates section inside the Payments menu of Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/d89fceef-756a-4e7d-9e45-85452f32ce7c.jpg)

### Creating an estimate

To create an estimate, click the **New** button and enter the required details, such as your company information, the customer details, the estimate number and the expiry date.

![Creating a new estimate in Futuria CRM with the fields to fill in.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ccd8868c-8843-4575-a15b-df0aabc07c3b.jpg)

Add the products to the estimate and click Send. You will be able to review the document and send it directly to your customer **by email or SMS**.

![Screen for sending the estimate to the customer by email or SMS.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/58731a8a-1841-4d78-b869-6cc081719ef2.jpg)

![Example of the email with the estimate link sent to the customer.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/78df9dac-758e-4f53-93a0-1cdd5ed47eeb.jpg)

### Accepting or declining the estimate

Customers who receive the estimate can click **Accept** to approve it; the status of the estimate will be updated automatically.

![Customer view of an estimate with the button to accept it.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3015db1d-32e8-4e7a-b9c1-250a40478513.jpg)

Alternatively, they can click **Decline** and add notes to explain why. Here too, the status of the estimate will be updated.

![Customer view of an estimate with the button to decline it and add notes.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/aaa3ee09-aba8-4dae-8fbe-c433229159c3.jpg)

You can also mark an estimate manually as **accepted or declined**, for example if you have received confirmation from the customer over the phone.

![Options to mark an estimate manually as accepted or declined.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/8ea01073-f3d4-4ea9-ae9b-12897c7cee5e.jpg)

### Converting an estimate into an invoice

First, click a sent estimate in the main list.

![List of sent estimates in the Futuria CRM dashboard.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ff456a9f-e2d5-4eab-b816-97c74e7043ac.jpg)

Once the customer approves the estimate, you can easily convert it into an invoice. Select **Create an invoice** from the dashboard, or open the accepted estimate and click the matching button.

![Option to convert an accepted estimate into an invoice.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/6ee923b7-6c9a-4c05-a8a0-64b7d8821c6a.jpg)

### Tracking

Keep track of all your estimates across the different stages: **Draft, Sent, Accepted, Declined, Invoiced**. You can monitor the value of the estimates in progress through the summary cards at the top of the dashboard.

Check the notes added by customers, which are visible both in the dashboard and inside the estimate itself.

![Estimates dashboard with the summary of statuses and values.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9f78e0ee-e9fe-4558-9b26-4865de79a7f3.jpg)

### Other options

**Customisation**: customise the estimate by adding your company logo and your terms and conditions, and by changing the general settings.

## Why did we build this feature?

The Estimates feature was built to complete the payments suite and meet every need of your business. You can now manage the whole process:

1. Create an estimate
2. Get a document signed
3. Send an invoice