How does the estimate workflow work in Skode CRM?

You create an estimate from scratch or from a deal, add line items with pricing and tax, then send it to the client via email. Clients can view, accept, or request changes. Once accepted, you convert the estimate to an invoice with one click — all data carries over automatically.

Can I convert an estimate directly to an invoice?

Yes. Once a client accepts an estimate, you can convert it to an invoice with a single click. All line items, tax rates, contact details, and amounts are transferred automatically. No re-entry required.

Are estimate templates available?

Yes. Skode CRM includes a library of professional estimate templates. Customize them with your branding, default line items, payment terms, and tax settings. Save your own templates for repeat use.

Does Skode support multi-currency estimates?

Yes. Create estimates in any of 150+ supported currencies. Exchange rates are updated automatically, and you can configure custom rates if needed. Multi-currency estimates convert to multi-currency invoices seamlessly.

Are estimates available on the free plan?

Yes. The free plan includes basic estimate creation and sending. Advanced features like templates, multi-currency support, expiry tracking, and PDF customization are available on paid plans.

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From Quote to Cash. In Clicks.

Create professional estimates, send them to clients, get acceptance, and convert to invoices with one click. Full lifecycle management from draft to paid.

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Complete Estimate Workflow, Built In

Everything you need to create, send, track, and convert estimates — without leaving your CRM.

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Full Estimate Lifecycle

Manage estimates from draft to accepted. Track status changes, client responses, and conversion history in one unified timeline.

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One-Click Invoice Conversion

Convert accepted estimates to invoices instantly. All line items, tax rates, contact details, and amounts transfer automatically.

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Estimate Templates

Start with professional templates or create your own. Customize branding, default line items, payment terms, and tax settings for repeat use.

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Email Sending

Send estimates directly from Skode via email with a professional PDF attachment. Clients get a link to view and accept online.

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Expiry Date Tracking

Set expiry dates on estimates and get notified before they lapse. Automatic reminders keep deals moving before quotes go stale.

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Line Items with Tax

Add detailed line items with quantities, unit prices, discounts, and tax rates. Support for compound taxes, exemptions, and tax-inclusive pricing.

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Multi-Currency Estimates

Create estimates in any of 150+ currencies. Automatic exchange rates with the option to set custom rates for specific clients.

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PDF Preview & Download

Preview estimates as polished PDFs before sending. Clients can download PDF copies. Customize PDF layout, logo, and footer.

How Skode Compares

Other CRMs require expensive add-ons for quoting. Skode includes the full estimate-to-invoice workflow.

Feature	Skode CRM	HubSpot	Salesforce
Native Estimates	✓Built-in, all plans	Quotes (Sales Hub Pro+)	CPQ add-on ($75+/user)
Convert to Invoice	✓One-click conversion	Not available natively	Requires CPQ + Billing
Estimate Templates	✓Included	Quote templates (Pro+)	CPQ required
Multi-Currency	✓150+ currencies	Enterprise only	Enterprise+ only
Free Plan Estimates	✓Included	Not available	Not available

Estimates — Frequently Asked Questions

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Quote Faster, Close Sooner

Stop juggling spreadsheets and PDFs. Create, send, and convert estimates inside your CRM.

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