To create an estimate from a chat, you need to link a client to it.
To create an estimate from chat:
1. Go to the Chats page and select the desired chat.
2. Click the "+ Document" button and select Estimate.
The created estimate is displayed in the chat with the client and on the page with work orders and estimates.
The estimate card in the chat displays information according to the settings in the work orders and estimate form editor.
