Price the job line by line, apply the tax and discount rates you actually use, add the context a client needs to understand the scope, and let an approved estimate become an invoice on its own.
What is inside
An estimate is the first document a client judges you on. These are the parts you shape: the lines, the rates, the wording around them, and what happens once approval comes back.
Items, tax, discount
Add a line by choosing from the items you have already saved, or type a new one straight into the estimate and keep it for next time. Nothing has to be set up in advance, so a quote you need out this afternoon does not begin with an hour of catalog admin.
Set the tax rate that applies to this piece of work instead of picking from a fixed list, and apply a discount as a rate or as an amount. Totals recalculate as the lines change, so the figure the client reads is the figure you meant to quote.
Detail and custom fields
A line item rarely explains the scope on its own. The additional details section gives you room to set out what is included, what is not, and any conditions attached, so the client reads the terms in the document they are approving rather than in a covering email.
Add the fields your business works with, whether that is a project reference, a site address or a purchase order number, and they appear on the estimate next to the standard details. Information a client will quote back at you ends up on the document itself.
Approval, then billing
Once the client approves, the estimate can become an invoice without you rebuilding it, carrying the items, quantities and totals across. You bill from what was agreed, and the invoice reaches the client while the decision is still fresh in their mind.
Each estimate holds its own record: what you sent, when it went out and where it ended up. Open quotes stay visible instead of disappearing into a sent folder, and an approved one can be pulled up months later when a client asks what was agreed.
Also included
Estimates sit in the same account as your invoices, customers and reports, so none of this is a separate tool you have to keep in step.
Use configured tax fields, units and classifications where they apply, then have local tax requirements reviewed before filing or relying on the document for compliance.
Tax calculates against each line as you go, so a total never depends on a side spreadsheet.
Quote physical goods, billable time or a mix of the two on a single estimate.
Print an estimate or hand over a copy when a client wants the figures on paper.
Let the client keep or remove the extras before they approve the estimate.
Clients adjust how many of each item they need before they sign the estimate.
Turn an approved estimate into an invoice by hand or leave it to run automatically.
Customers view, approve and download the estimates you have sent them from one signed-in place.
Quote in the client's currency while your own reporting stays in your base currency.
Pull a client's details onto an estimate rather than retyping an address each time.
When a quote needs a narrative, start from one of 40+ proposal templates with e-signature.
Current plan, signup and trial terms are shown on the live pricing page.
Questions
Estimate availability and account allowances follow the current plan. Review the pricing page for the terms that apply before signup.
Yes. Type the description, rate and quantity straight into the estimate and it prices like any other line. If it is something you expect to quote again, keep it as a saved item so the next estimate starts from it.
Yes. Tax and discount rates are yours to define rather than a fixed list, so a job with an unusual rate or an agreed reduction is quoted correctly. Totals recalculate as soon as the rate is applied to the lines.
Use the additional details section. It gives you space beneath the priced lines for scope, exclusions and any conditions, so the client approves the terms and the figures together instead of finding half of it in a separate email.
The approved estimate can convert into an invoice, either when you decide to convert it or automatically on approval. Items, quantities and totals move across, so the invoice bills exactly what the client agreed to.
Yes. Each estimate keeps its own history, so you can tell which quotes are still open, which were approved and which went nowhere. You can also print or hand over a copy whenever a client asks for one.
Build an estimate from your own items, rates and fields, send it out for approval, and let it become the invoice when the client says yes.
