> 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

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1oKpEuD1YcT2XKxd4j%2F-M1rqLseMbjaA6_DqfP7%2FBildschirmfoto%202020-03-08%20um%2008.53.47.png?alt=media\&token=586a8209-d29b-4776-a095-ed9f79baa3a1)

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.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1oKpEuD1YcT2XKxd4j%2F-M1rrOwfH_t906AluFk2%2FBildschirmfoto%202020-03-08%20um%2008.57.42.png?alt=media\&token=8731328f-3b77-48c8-af70-87d3dc32556d)

{% content-ref url="/pages/d0f767cc34f216774abb42d46bf1fe57acb1f5e1" %}
[Copy document or convert it to 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).


---

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