Managing Estimates in EventDesk

Creating an Estimate
Follow these steps to create a new estimate from the main Estimates section.

 

Step 1: Go to Estimates

1. From the left sidebar, click Estimates.
2. Click Add Estimate.

The Create New Estimate window will open.

 

Step 2: Enter Basic Details
🔹 Estimate Title *
Enter a clear and descriptive title.

🔹 Select Lead/Client *
Choose the lead or client from the dropdown list.

 

Step 3: Add Event Details
Fill in:

• Event Name
• Event Venue
• Event Start Date
• Event End Date
• Expiry Date (last date for acceptance)

 

Step 4: Add Services
Under the Services section:

1. Click Add Item.
2. Enter:

• Service Category
• Description
• Quantity
• Unit (hrs, day, event, etc.)
• Rate
• Tax %

You can add multiple service items.

 

Step 5: Apply Discount (Optional)
Enter a discount percentage if needed.
The system automatically calculates:

• Subtotal
• Discount
• Tax
• Total

 

Step 6: Create Estimate
Click Create Estimate.
The estimate will now appear in the Estimates list.

 

Viewing an Estimate
To review estimate details:

1. Go to Estimates.
2. Click the estimate title.

You can view:

• Client information
• Event details
• Service breakdown
• Discount & tax
• Final total

 

Estimate Status
Each estimate has a status indicator:

• Draft
• Sent
• Accepted
• Rejected

You can monitor status directly from the Estimates list.

 

Editing an Estimate

1. Click the edit icon under Actions.
2. Modify required details.
3. Save changes.

 

Deleting an Estimate

1. Click the delete icon under Actions.
2. Confirm deletion.

Deleted estimates cannot be recovered.