Estimates and Value

How to capture what an Opportunity is worth in Daylite — a quick Value entry or a detailed Estimate built from your saved Products and Services.

Every Opportunity can carry a dollar figure so you know what your Pipeline is worth. Daylite gives you two ways to record it: a quick Value you type in during a call, or a detailed Estimate built from line items that adds up automatically. Both feed the same Value field, which drives the sort and total figures on the Opportunities Board.

Key facts:

• The Value field is the total monetary amount an Opportunity is worth.
• You can enter Value two ways: a Quick Value you type directly, or a detailed Estimate that calculates it for you.
• An Estimate is a breakdown of individual line items — products, services, quantities, and prices — and its total is reflected in the Opportunity's Value automatically.
• Estimates can be sent to a lead as a PDF quote.
• The Value of an Opportunity can only be edited from Daylite for Mac.

How Do I Set the Value of an Opportunity in Daylite?

The Value field captures the total worth of the deal. Use a Quick Value when you just need a rough figure fast.

1. Open the Opportunity — select New Opportunity, or double-click an existing Opportunity card.
2. Click the Value field.
3. Type the dollar amount the deal is worth.

A Quick Value is ideal during a phone call or meeting when you need to record a figure and move on. When you want a full breakdown instead, build an Estimate — its total replaces the need to type a Value by hand.

The Value of an Opportunity can only be edited from Daylite for Mac. On iPhone and iPad you can create the Opportunity and enter other details, then add its Value later from your computer.

How Do I Build an Estimate on an Opportunity in Daylite?

An Estimate breaks the deal into individual line items and totals them for you. Use it when you want an itemized figure or a quote you can send to the client.

1. Select the Opportunity and click the Estimate tab.
2. Click the + button to add a line item, or choose one from your saved Products and Services.
3. Set the quantity and price for each line item.

The Estimate total is reflected in the Opportunity's Value automatically, so you never enter the Value twice. Use the Estimate for internal tracking, or send it to a lead as a simple PDF quote.

Adding saved Products and Services

If you sell the same items repeatedly, save them once and reuse them on every Estimate instead of retyping the details.

1. Go to Settings > Products & Services.
2. Click the + button and choose either Product or Service.
3. Enter the Details, Pricing, Extras, and Comments. These are all optional, so fill in only what is useful.

The next time you build an Estimate, add your saved Product or Service from the + button and Daylite fills in its details for you. For the full walkthrough of setting these up, see Products and Services.

Frequently Asked Questions

What is the difference between Value and Estimate in Daylite?

Value is the total dollar amount of the Opportunity. An Estimate is a detailed breakdown of individual line items that automatically calculates the Value. Use either approach — a typed Quick Value, or an Estimate that does the math for you.

Can I send an Estimate to a client from Daylite?

Yes. Estimates can be sent to a lead as a PDF, so you can use the same Estimate for internal tracking and as a simple quote.

Can I edit an Opportunity's Value from iPhone or iPad?

No. The Value of an Opportunity can only be edited from Daylite for Mac. You can still create the Opportunity and enter other details on your device.

Do I have to set up Products and Services to use Estimates?

No. You can add one-off line items directly on an Estimate with the + button. Saving Products and Services just saves time when you sell the same items again.