> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/kva/neuen-kostenvoranschlag-erstellen.md).

# Create new estimate

![](/files/1a49aa421fefcf9011f78f2135c02dea4d327e98)

When creating an estimate we enter a subject, a date and a job number.

In some companies — depending on configuration — the job number can also be left blank, because the job is only created when the estimate is approved.

A new estimate can be created in various ways:

### From the estimate list

In the menu under Finances > Estimates you reach the list of estimates. Above the list on the right there is a button "New estimate".

### From a job

In the "Finances" tab of a job you will find all estimates created so far for that job. Above the list the button "New estimate" can be used.

### From a customer account

In the "Finances" tab of a customer account you will find all estimates created so far for that customer account. Above the list the button "New estimate" can be used.

### From a customer

In the "Finances" tab of a customer you will find all estimates created so far for that customer. Above the list the button "New estimate" can be used.

### As a copy from another document

In the "Options" tab of a financial document a new estimate can be created in the "Copy document" section if "Estimate" is selected as the target format.

![](/files/695f3911549617f3de911489b204a1bb9963df09)

{% content-ref url="/pages/d0f767cc34f216774abb42d46bf1fe57acb1f5e1" %}
[Copy document or convert it into another document](/die-agenturverwaltung-en/finanzen-1/allgemeines-zu-finanzdokumenten/ausgangsrechnung-in-ein-anderes-dokument-kopieren.md)
{% endcontent-ref %}

### From a template

You can either ...

* ... select a template when creating an estimate, or
* ... open the template under "Finances > Templates", go to the "Options" tab and there create a copy of the template with the target format "Estimate" (see above).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/kva/neuen-kostenvoranschlag-erstellen.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.