Overview of NetSuite Estimates
Creating a NetSuite Estimate Record
Create an Estimate Record from Scratch
First, in the Primary Information field group, you’ll need to select the customer that this estimate is for. Optionally, you can also select a specific job for the estimate and provide an identifying name for the estimate in the Title field. The Expires field allows you to determine when the estimate will expire. Having an expiration date will give you a hard deadline to follow up with your customer on the status of the estimate.
The Date field identifies the posting date of the estimate, which defaults to the current day but can be changed if necessary. You can also select the Status of the estimate (for example, “In Negotiation,” “Proposal,” etc.). The Probability field allows you to identify a set percentage of likelihood that the estimate will be accepted and successfully converted to a sales order. And the Expected Close field allows you to set a date for when you anticipate the estimate will be closed.
Create an Estimate Record from an Invoice
Other Estimate Details
Viewing Estimates
Printing Estimates
If you need to print multiple estimates, you can do that from the Print Checks and Forms page. To access that page, navigate to Transactions > Management > Print Checks and Forms. On this page, select Estimates from the list. This will take you to the Print Estimates page, where you can put in the criteria for the estimates you wish to print and print estimates in bulk.