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Learn the different ways you can setup estimates.
How do I change the estimate currency?
You can select the desired currency by clicking on Your name (bottom left corner) → Company settings → General → Company details → Default hourly rate and select the currency. You can also select the currency when creating an estimate.
What are estimates?
Estimates are an approximation based on well-defined (but preliminary) cost data and established ground rules. They are usually sent to a client for approval before you start the actual work. You can send it to a client so they have an idea what the project will cost them and what the different stages of the project are.
How do I create an Estimate?
You can create an estimate by going to Accounting → Estimates → Add Estimate. There you will need to add items to the estimate and save it. You can send it to the client by clicking on the Send button and select from the contact dropdown. If an estima
How to convert Projects to Estimates
In Paymo, you can easily convert projects into estimates or create a new estimate based on the existing project data. The best workflow for creating new estimates is to start from a temporary project. Add time estimates & costs, then convert the temporary project into an estimate that you can send to your client for approval. To do so, click on the three elipses → **Convert t
How do I edit estimate templates?
Click on Your name (bottom left) → Company settings → Project accounting → Appearance → Estimate template → Hover over the desired template → Edit. There you can edit the html or add custom CSS code. If you click on Add from library you will be able to select different languages/templates and set
How do I remove the Paymo branding from Estimates?
In order to remove the branding from invoices, estimates and late payment reminders, click on Your name (bottom left corner) -> Company settings → Project accounting → Appearance and delete it from the Footer area of Invoices and Estimates.