Estimates and Quotes

Podium makes it easy to quickly create and send estimates to your customers for approval, as
well as manage them in the platform. See the guide below for how to get started.


How to create estimates in Podium

From the Contact Panel

  1. Create a contact (if the contact does not exist)
  2. Click the b0.pngicon in the contact sidebar to launch the Estimate form              b1.png

From the Estimate Page within Payments

  1. Navigate to the Payment page and click on the Estimate tab in the right side panel.
  2. Click on Create Estimate to launch the Estimate form.                                                  b.png
  3. Fill out the form – add products / services, amount for each, and a description to inform the merchant about what’s in the Estimate form.
    -Negative prices can be added as well for discounts or offers by writing it as -$
  4. Click Next and write a message to your customer to send with the Estimate form.              b2.png
  5. Send the estimate to your customer. They should receive your message via text or email, depending on the contact information.
  6. Your customer has the option to Approve the estimate. Once it is approved, you will receive a notification in Podium in the Inbox and via Email.                                                                            b3.png

How to manage sent estimates in Podium

  1. Navigate to the Payments Homepage 
  2. On the left side bar, click on the Estimates tab
  3. View the estimates table that contains every estimate that has been sent.              n1.png
  4. Click any line item on the estimate table to view details for that estimate.                              n2.png
  5. Filter the estimates table by status on the estimates table
  6. Cancel a sent estimate by clicking the three dots on the estimate table or from the estimate detail page.
  7. Duplicate an estimate by clicking the three dots on the estimate table from the estimate detail page.                                                                                                                                                                    b4.png                                                                                                 

 

FAQs

Who can create an Estimate in Podium?

  • Everyone in the organization using Podium Payments can create an Estimate

What does this feature include?

  • Create an estimate 
  • Send an estimate 
  • Your customer can approve the estimate 
  • A notification to you once the estimate has been approved
  • View and manage created estimates

What does it not yet include? 

  • Collecting a deposit with the Estimate [coming soon]
  • Automatically triggering a payment request once an Estimate has been approved [coming soon]
  • Multiple estimates in one form (ex. Allowing your customer to choose between different options or packages)

How do I access an Estimate after I send it to the customer?

  • You can access it by: 
    • Clicking on the link in the conversation with that customer
    • Going to Payments → Estimates → Click on the estimate line item

Can I make changes to the Estimate once I’ve sent it?

  • You cannot make changes to the Estimate after you’ve sent it. You will need to create a new Estimate and send it to your customer with any updated information. You can do this by:
    • Canceling the existing estimate (if you want to)
    • Duplicating the estimate by going to Payments → Estimates → Click on the estimate line item and making changes 

Have additional questions? Please contact our support team at: 1-833-276-3486