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New to NetSuite | Transactions Permission > Estimate Permission

edited Aug 21, 2025 3:52PM in Account Administration & CSV Import

As part of our ongoing New to NetSuite series, we’ve previously explored the New to NetSuite | Permissions and delved into the New to NetSuite | Permissions > Transactions. In this article, we’ll focus on one specific and powerful permission within this category: Estimate (or Quotes)

Estimates are non-posting transactions that some businesses use to offer customers a quotation before accepting an order. Customers typically review the estimate and may request changes. Once the customer agrees to the terms, the estimate can be updated as needed and converted into a sales order, invoice, or cash sale.

To configure this permission, navigate to

🌟Q4 2025 Community Choice Nominations: Recognize a member who made a difference in our community!

🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator

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Michelle Jabanes | NetSuite Support Community Administrator
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