Estimate Settings

1. To create an estimate, go back to the Create an estimate section or click here to access it.

2. To configure a Post-Production Sound - France estimate, follow the steps below after choosing the estimate template as indicated below:

3. In the window dedicated to the estimate's header, you must fill in the estimate's name, while the rest of the cells presented below are optional:

1. By enabling the From Client List slider, you can fill in the client name and contact details from previously added clients. The necessary information in the cells below will be automatically populated, as shown below:

   

   note

   To add a client, go to the Client section or click here to access it.

2. Fill in the rest of the cells according to the specifications of your production, as shown below:

   

3. All data entered in the cells, except for the note, will be displayed in the PDF at the top of the page as illustrated below:

   

4. The information entered in the Note appears as follows:

   

5. Click Next.

6. In the window dedicated to financial settings, the default percentage for Margin and General Expenses is set to 10 and 0, respectively. Feel free to modify these values to match the specifics of your production:

1. In this window, the cells are pre-filled by default, but you can modify them to match the specifics of your production.

2. The Margin and General Expenses boxes will determine the percentage of these that will be applied to cost lines in most sections, with some exceptions.

3. You can choose one of the logos you have already added by clicking on the logo cell, and a context menu will appear as shown below:

   

4. Click on the currency cell, and a context menu will appear where you can choose your preferred currency, as shown below:

   

5. To change the language of the estimate, click on the Language of the Estimate cell and select the desired language, as shown below:

   

   note

   Any changes to the financial settings will be applied to the Budget grid when it's created.

6. Click Next.

7. The page dedicated to the production note is optional and appears as shown below:

1. Fill in the cells with information that corresponds to the specifics of your production, as shown below:

   

2. In the PDF, the production note appears under the header, as shown below:

   

3. In the page dedicated to billing data, fill in the down payment percentage and the signature, as shown below:

9. Click Save.
10. A success message appears on the right side of the screen. The estimate has been created and appears as shown below: