1. Start by navigating to the 'Contacts' section.
2. Next, select the contact you wish to send an estimate to.
3. Make sure to have the contact's email and phone details, or at least one of them.
4. Enter the required information in the 'Estimate Info' section.
5. Choose the 'Service Frequency' from the dropdown menu.
6. Choose the 'Billing Frequency' from the option below.
7. Specify the 'Initial Service Price'.
8. Now, enter the 'Recurring Price'.
9. Input the 'Total Number of Services'.
10. Proceed to add the total for the first year.
11. Include any necessary inspection or estimate notes.
12. Ensure all details are correct and click 'Save'.
13. Send the prepared estimate by clicking 'Send Estimate'.
14. Your estimate has been sent. Click the link to view what your client will receive.
15. Here is the estimate information you provided.
16. Lastly, note that this will update the opportunities automatically.
Estimate Pending - Sample Test
