> For the complete documentation index, see [llms.txt](https://docs.apptiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-add-an-order-estimate.md).

# How do I add an Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Order Estimate**</mark>.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FVNHbJURdZ7lIKsEz3DA5%2FScreen%20Shot%202024-12-19%20at%209.11.23%20AM.png?alt=media&amp;token=c0427145-a4a7-411f-ac01-88df53073065" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Customer

Choose a Customer to start an Order Estimate.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FmihXUMz0WHAhZH2dRnBb%2FScreen%20Shot%202024-12-19%20at%209.15.42%20AM.png?alt=media&amp;token=03a53186-0374-4a22-a754-8e82202b254a" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Customer

You can start an Order Estimate and add a new Customer in one step.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FjrNPGvtffUpkBv24MCTd%2FScreen%20Shot%202024-12-19%20at%209.19.15%20AM.png?alt=media&amp;token=6db4e5ca-c9bc-42e1-be5e-2dba9efb6ef2" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.
