How to View Your Estimates and Quotes in Client Connect

When we prepare an estimate or a quote for new work, you can find it in Client Connect as well as in your email. That keeps proposals in one place, so you can look at them in your own time and come back to them when you are ready to decide.

Finding your estimates and quotes

1. Sign in to connect.obrienmedia.uk.
2. Open Estimates & Quotes from the menu, or choose View details on the Sales card on your dashboard.

The page has two lists:

• Estimates show the date issued, a reference number, the estimated amount, a note and the status.
• Quotes show the date issued, a reference number, the amount quoted, a note and the status.

If you have not been sent either yet, the lists are empty, and the dashboard shows 0 estimates.

Estimates and quotes: what is the difference?

• Generally, an estimate is our best calculation of what a piece of work is likely to cost. It helps you plan and budget, and the final cost can vary if the work changes.
• A quote is a price for a defined piece of work.

The note on each line tells you what the work covers. If you are not sure what an estimate or quote includes, ask us before you agree to anything.

Asking for an estimate

To ask us for an estimate for new work, choose Create a New Estimate at the top of the page to start a request. You can also open a ticket or contact us in the usual way.

Good to know

• Quote the reference number if you contact us about an estimate or quote.
• Support time not covered by a support agreement is charged at your hourly rate. You can see your rate on the Support Usage page.
• Anything that has been accepted and billed appears on your invoices and payments.

Not sure about anything? Contact us or open a ticket from your Client Connect account and we will be happy to help.