Sales Orders / Estimates

Section: Sales & Billing
URL: /admin/estimates
Page title: (2) Comenzi de vânzare

Overview

Estimates (sales orders) are formal price quotes issued to a client. Once accepted, an estimate can be converted into an invoice with one click.

Business value

Issues professional, branded sales orders / quotes that customers can review, accept, or reject online — then converts the accepted ones into invoices with one click. Replaces Word-and-PDF workflows that lose data on every step.

Who uses it: Sales reps, sales operations, finance
Key benefit: Shortens the quote-to-cash cycle by eliminating re-keying and chasing approvals over email.
Metrics it influences: Quote-to-cash cycle time, quote acceptance rate, average deal size

Typical use cases:

Send a quote, get email-tracked acceptance, auto-convert to invoice
Apply discount tiers and tax rules consistently across every quote
See every quote's status (sent / opened / accepted / expired) on one screen

At a glance

Accessing this module

From the admin sidebar, navigate to Sales Orders / Estimates, or open the URL directly:

/admin/estimates

List view

The list view shows existing sales orders / estimates records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open Sales Orders / Estimates from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

Method	Path	Purpose
`POST`	`{{base_url}}estimates`	Add new Estimate
`GET`	`{{base_url}}estimates?nr_page&per_page`	List all Estimates
`GET`	`{{base_url}}estimates/21`	One Estimate
`GET`	`{{base_url}}estimates/search/plus`	Search Estimate Information
`PUT`	`{{base_url}}estimates/21`	Update Estimate
`DELETE`	`{{base_url}}delete/estimates/78`	Delete Estimate

See the full payload schemas, query parameters, and example responses in the API reference (Estimates).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/estimates