Win More Work With Professional Estimates
Create detailed estimates, send them for client approval, and convert accepted estimates into invoices with one click. Track status from draft to accepted — no manual re-entry, no lost details.
Estimate Detail
From line items to client response, all in one view
See the complete estimate — items, summary, notes, terms, and real-time client response status. Convert to invoice the moment your client says yes.
Pricing valid for 30 days. 50% upfront deposit required to begin work.
Net 30 from invoice date. Late payments subject to 1.5% monthly interest.
Estimate List
Track every proposal from one screen
All your estimates with status, client, amounts, and expiry dates. See which are pending, which have been viewed, and which converted to invoices.
Capabilities
Everything you need to send winning proposals
From creating the estimate to closing the deal — tools that help you quote accurately and convert faster.
Detailed Line Items
Add descriptions, quantities, rates, and amounts. Group items, apply discounts, and include taxes for accurate pricing.
Email Delivery
Send estimates directly to clients via email. They receive a branded email with a link to view, accept, or decline.
View Tracking
Know when clients open your estimate. Status updates from 'sent' to 'viewed' automatically so you know when to follow up.
Convert to Invoice
When a client accepts, convert the estimate to an invoice with one click. All line items and amounts carry over instantly.
Expiry Dates
Set validity periods on estimates. Expired estimates are flagged so you can follow up or revise pricing before it's too late.
Multi-Currency
Create estimates in any currency. Exchange rates update automatically and your reports stay in your base currency.
Notes & Terms
Add custom notes, terms, and conditions. Include payment terms, project scope, and any disclaimers your business requires.
Win Rate Analytics
Track how many estimates are accepted vs. rejected. See average estimate value and conversion rates over time.
FAQ
Common questions about Estimates
An estimate is a proposal — it tells your client what the work will cost before they commit. Once they accept, you convert it to an invoice for actual billing. The workflow is: create estimate → send → client accepts → convert to invoice → get paid.
Yes. Clients receive an email with a link to view the estimate. From there, they can accept or decline. You see the response in real time — status updates instantly and you get notified.
All line items, quantities, rates, taxes, and client details transfer to the new invoice automatically. No re-entry needed. The estimate is marked as converted and linked to the resulting invoice.
Yes. Set a validity period when creating the estimate. Once expired, the estimate is flagged in your list. You can then revise and resend or follow up with the client.
Yes. Add custom notes (project scope, deliverables, assumptions), terms and conditions, and footer text. These appear on the estimate document your client sees.
Yes. Duplicate any existing estimate to use as a starting point. Edit the copy with new details and send it to a different client. Great for standardized service packages.
Yes. See how many estimates were accepted vs. rejected over any time period. Track average estimate value, conversion rate, and time-to-response to improve your proposals.
Yes. Set the currency per estimate. Clients see amounts in their local currency. When converted to an invoice, the currency carries over automatically.
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