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Estimations

Estimates

Estimates created in Zervant can have several statuses:
<ul>
<li>
Draft: when an estimate has been created and saved as draft</li>
<li>
Created: when the estimate has been created but not sent by email yet</li>
<li>
Sent: created estimate that has been sent by email</li>
<li>
Accepted: the sent estimate to the customer has been accepted by the customer</li>
<li>
Declined: the sent estimate has been declined by the customer</li>
<li>
Invoiced: the estimate has been converted into an invoice</li>
</ul>
You can also change the estimate status manually.
 
<h2>Changing the status of your estimate</h2>
To change the status of your estimate, select it in under the tab >Estimates and click on the status button. <img style="width: 602px; height: 226px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043269772_5dd2eec66ca23_75e32e237b.png" alt="">
 
Select the new status from the drop-down menu and click >Save. <a href="https://support.zervant.com/hc/en-gb/articles/360036370111" target="_blank" rel="noopener noreferrer">Estimates converted to invoices</a> are automatically marked as >Invoiced. Please note, once an estimate status has been set as Invoiced, the status can no longer be changed.
 
<h2>Interactive estimate statuses</h2>
Once your customer has received your estimate by email, they can accept or decline it via the estimate portal by clicking on the >Take Action button and selecting the corresponding button. <img style="width: 650px; height: 346px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043313411_5dd2eec724ee0_645440202d.png" alt="">
 
​When your customer approves or declines your estimate, its status will automatically update in your Zervant account on the tab >Estimates.

You can customize your estimate number in Zervant if needed. 
After registering with Zervant, the estimate number for your first estimate is automatically set to 1. The following estimates are then automatically assigned the next number (2, 3, 4, ...).
<h2 id="h_01HVTMWDXPZCN3V1B0K4EMVWAY">Changing your estimate number</h2>
You can also customize the estimate number by simply entering a different number in the field ''Estimate number'' in the estimate-editor. Only numbers can be used (for example, 1001, 202401, ...). Letters or other characters can't be used. An estimate number also can't begin with 0 (for example, not 001).
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_18304072467869_c7c958eb1e.jpg" alt="estimate numbering.png">
If you have set a new estimate number in the estimate-editor and save the estimate only as a draft, the new estimate numbering sequence will not save automatically. Only when you confirm the estimate with the new estimate number, the new numbering sequence will automatically be continued for your next estimates.
<h2 id="h_01HVTRGS5RP2E33DYX68Q9JVZ4">Useful tips:</h2>
<ul>
<li>You can use a specific estimate number, for example for calendar years, by assigning the desired number to the first estimate of the year (for example 202401).</li>
<li>When you convert an estimate into an invoice (available only with a premium subscription), the estimate number will not be transferred as the invoice number. Instead, the invoice will be assigned the next invoice number from your invoice numbering settings. You can learn more about invoice numbering <a href="https://support.zervant.com/hc/en-gb/articles/360036368371-Invoice-numbering">here</a>. </li>
</ul>

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With Zervant you can create and send estimates to your customers. 
 
<h2 id="h_01HRXYQSZCVVQTAEV869G11ZSE">Creating an estimate</h2>
1. Go to the tab >Estimates and click >New estimate. All your created estimates will appear on the left side of the screen <img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17516621850013_157c69bc62.jpg" alt="Screenshot 2024-03-14 at 09.49.28.png">
 
2. The estimate editor will open. Fill out the details and choose how you want to customise your estimate using the settings panel on the right side. When you are happy with the content, click >Next and you will be taken to preview the finished estimate <img style="width: 650px; height: 278px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043313231_e76a36d198.jpg" alt=""> 
 
3. >Approve and send your estimate to your customer right away or >save as a draft to send it later. Press >Go back to make changes in your estimate <img style="width: 650px; height: 249px;" src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_360043313251_79f095f232.jpg" alt=""> 
 
/!\ If you have more than 8 lines in a description field, everything after that will be cropped, and the text will not appear on your document. To avoid that, create more than 1 description field if you have more than 8 lines in one. 
 
<h2 id="h_01HRXYQSZDM1GC0F760Z64ZJCK">Converting an estimate into an invoice (only available for Premium plans) </h2>
Once your customer approves the estimate, you can turn it into an invoice. Just select the estimate you want to turn into an invoice and click >Convert to invoice on the right upper side. This will lead you to the invoice editor, where you can edit the invoice before approving and sending it. To find out more about how to create and send an invoice click <a style="font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; background-color: #ffffff; font-size: 15px;" href="https://support.zervant.com/hc/en-gb/articles/360036368491" target="_blank" rel="noopener noreferrer">here</a>.
<img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_17516630681373_7fd91f0dee.jpg" alt="Screenshot 2024-03-14 at 09.47.54.png">
</div>

<div>
Both draft estimates and approved estimates can be edited and deleted. To edit or delete an estimate, go to the >Estimates tab, select the estimate you wish to edit or delete, and click on >Edit or >More >Delete.  
</div>
<div> </div>
<div><img src="https://skilled-power-8bd28470f8.media.strapiapp.com/hc_article_attachments_4403005681297_a54a0fcc19.jpg" alt="Edit Delete Estimate.png"></div>
<div> </div>
<div>Useful tips:</div>
<ul>
<li>Edits you make to draft estimates will not be recorded anywhere. However, if you edit approved estimates, all the approved estimate versions will be archived under the >History (>Estimates tab - choose an estimate - see the History tab on the bottom right).</li>
<li>If you delete a draft estimate, it will disappear entirely and cannot be recovered. However, approved estimates that are deleted can be found under the >Estimates tab - see the options on top of the page >More >Deleted.</li>
<li>If you made a mistake and accidentally deleted an estimate, you cannot restore it. You can create a copy of it though by choosing the deleted estimate >More >Copy as new.</li>
</ul>

Managing the status of your estimates

Changing the status of your estimate

Interactive estimate statuses