An estimate can use a Saved catalog item or a Custom line. Catalog items provide reusable sales terms, while custom lines describe a specific proposal. Review the resulting description, quantity and price whichever starting point you choose.
Add the lines that belong in the offer and remove accidental extras before saving. Quantities support three decimal places, and each estimate line rounds once to the nearest cent with half cents rounded up. Check the displayed total against the customer agreement.
A catalog item is a preparation aid, not proof that its current price applies to every customer. If you adjust copied terms, keep the final estimate clear enough that later acceptance evidence can refer to the exact proposal.
Saving the estimate does not create inventory movements or post revenue. A later invoice draft copies the accepted terms through the conversion workflow. Review that draft separately before issuance, and use the inventory workflow where stock accounting is required for the actual sale.
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