Estimate Settings

Configure your estimate number prefix, sequence, and default terms.

These defaults apply to all new estimates you create. You can always override them on individual estimates.

How to Update

1. Go to Settings > Estimate.
2. Adjust the fields below.
3. Click Save Changes.

Estimate Number Prefix

The prefix that appears at the beginning of every estimate number.

• Default: “EST-”
• Maximum length: 20 characters
• Example: With prefix “EST-” and sequence 7, the estimate number is EST-00007

You can change this to anything that fits your business — for example, “Q-” or your company initials followed by a dash.

Next Estimate Sequence

The number that will be assigned to your next estimate. The sequence auto-increments with each new estimate.

• Default: 1
• Minimum: 1
• Display: Padded to 5 digits (e.g., 1 becomes 00001)

The page shows a preview: “The next estimate will be numbered: [PREFIX][SEQUENCE]”

Changing this may create duplicate estimate numbers. Use with caution.

Default Terms

Payment terms that are pre-filled on new estimates. These are visible to your customer on the estimate and in the approval portal.

• Default: empty (no terms)
• Example: “This estimate is valid for 30 days from the date issued.”

Enter your standard terms here so you don’t have to type them on every estimate.

Tips

• If you’re migrating from another tool, set the Next Estimate Sequence to continue from your last estimate number.
• Only the account owner can update estimate settings.
• Estimate settings are separate from invoice settings — changing one does not affect the other.

Related

• Invoice Settings — configure invoice number prefix, tax rate, and terms
• Creating Estimates — how these defaults are used in the estimate form
• Business Info — update your business contact details