How to create and send an estimate
Build the estimate within the deal, with catalog products, the discount, and the validity date, then send the link to the customer.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The estimate becomes a page with its own link. The customer opens it on their phone, sees the items and total, and replies right there. You'll know when they opened it and what they answered.
Where to find it in Cognizy
Before you start
- Have the deal created in .
- Register products in to choose from the catalog. You can also write a one-off item.
Step by step
- Step 1:
In , click the deal and then View details. On the deal page, open the Proposals and contracts tab.
- Step 2:
Click New proposal.
- Step 3:
In Add product from catalog, choose what the customer will buy. Repeat for each item. One-off item is for something that isn't in the catalog.
- Step 4:
Check the Title, write the Text for the customer and the Terms, such as payment method and deadline. If applicable, enter the Discount ($) and adjust the date in Valid until.
- Step 5:
Click Create estimate. It's saved as a draft.
- Step 6:
Send it to the customer via WhatsApp or Email, or use Copy link to paste it wherever you'd like. Download PDF generates the file. If you sent it another way, click Mark as sent.
How to know it worked
The estimate appears in the Proposals and contracts tab with the amount and validity date. After sending, the status changes and you'll see when the customer opened it.
If something goes wrong
The total came out to zero.
The estimate has no items. Add a product from the catalog or a one-off item with a price.
I want the customer to pay from the estimate page.
Turn on Accept payments. To do this, connect Asaas or register the company's Pix key in Set up payments.
Next step
Log an activity to remind you to follow up if the customer doesn't respond.
Sign in with your Cognizy account to save your progress.
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