Creating a new estimate from an opportunity

Creating a new estimate from an opportunity is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Convert qualified opportunities into structured, billable estimate records.

Article profile

• Primary audience: SALES
• Content type: HOW_TO

Primary app screens

• pages/portal/estimates/estimates-list.tsx
• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Start estimate from the linked opportunity to preserve context and attribution.
2. Confirm contact/address sync before pricing.
3. Set estimate owner and status baseline at creation.
4. Validate that estimate appears under opportunity relationships.

Common failure points

• Creating detached estimates with no opportunity lineage.

Handoff and follow-through

• Estimator completes scope/pricing for customer review.