# Create and send an estimate in Roc Services

Roc Services web portal

Use the Roc Services web portal to create an estimate and send it to a customer for approval.

> **Note**: Before you create an estimate, you must add the customer. For more information about how to add a customer, go to [Add a customer](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-customer.md).

1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login).
2. From the navigation menu, select **Estimates**.
3. Select **Create New Estimate**.
4. In the To box, select **+**, and then select the customer that the estimate applies to.
5. To add an item to the estimate, use one of the following methods:
   - To search for a catalog item, enter the item name in the search box, and then select the item from the results.
   - To browse the catalog, select **Show Catalog**, and then select the item that you want to add.
   - To add a custom item, select **Add Quick Item**, and then enter the item details.
6. (Optional) To add a discount, complete the following steps:
   1. From the % dropdown menu, select the type of discount.
   2. In the Discount Value box, enter a value for the discount.
   3. Select **Apply**.
7. Select **Save & Send**.

After the customer approves the estimate, you can convert the estimate to an invoice to collect payments. For more information about how to convert an estimate to an invoice, go to [Convert an estimate to an invoice](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md).

## Related articles

- [Create and send an invoice from the Virtual Terminal in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-invoice-from-the-virtual-terminal.md)
- [Convert an estimate to an invoice in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/convert-an-estimate-to-an-invoice.md)

---

From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/estimates-and-invoices/create-and-send-an-estimate). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).