> For the complete documentation index, see [llms.txt](https://docs.plenit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plenit.com/docs-en/go-to-market/how-to.md).

# How-to

Here are the step-by-step guides to operate your Go to Market: set your rates, prepare estimates, invoice your customers, and generate your sales materials. Go straight to the task you need.

{% hint style="info" %}
Would you rather understand the why first? Review the Concepts and come back here for practice.
{% endhint %}

### Explore the guides

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Create a Rate</strong></td><td>Set your margins (overall, by service, or by item) and your billing period.</td><td><a href="/pages/e19c5665a97fa00838b242bbc6397bede2c5b780">/pages/e19c5665a97fa00838b242bbc6397bede2c5b780</a></td></tr><tr><td><strong>How to Generate an Estimate</strong></td><td>Create the offer with the assistant and adjust the margin on the review screen.</td><td><a href="/pages/355c8a30a859df68c0516099d86335e5df578249">/pages/355c8a30a859df68c0516099d86335e5df578249</a></td></tr><tr><td><strong>How to Manage your Estimates</strong></td><td>Edit, download, preview, clone, or update the rate of an estimate.</td><td><a href="/pages/8ab8244503644cd4e959ffdcc540e1551a85b417">/pages/8ab8244503644cd4e959ffdcc540e1551a85b417</a></td></tr><tr><td><strong>How to Invoice your Customers</strong></td><td>Check your customers' delivery notes for consumption and download them in PDF or CSV.</td><td><a href="/pages/7e27293cb1157578c50903ec022fc1d91fee346a">/pages/7e27293cb1157578c50903ec022fc1d91fee346a</a></td></tr><tr><td><strong>How to Generate a Contract</strong></td><td>Create a customized service provision contract with your details and your customer's details.</td><td><a href="/pages/93617b729f01407f95773def7b656127299e4040">/pages/93617b729f01407f95773def7b656127299e4040</a></td></tr><tr><td><strong>How to create an email marketing campaign with Mailchimp</strong></td><td>Download a branded newsletter template and launch it to your customers with Mailchimp.</td><td><a href="/pages/a28748138d634e167deec7295356db33b0063d7d">/pages/a28748138d634e167deec7295356db33b0063d7d</a></td></tr></tbody></table>


---

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