Invoice Crowd lets you create an estimate from your saved items, with your own tax and discount rates and an expiry date, that the client can adjust, approve and sign online. Then turn the approved version into an invoice.
What is inside
Everything on an estimate is meant to be settled before the work starts: what is included, what it costs, what the client wants changed and what happens once they say yes.
Most of the content is already saved
Adjust the colors and fonts, add your logo and set its size, and change the layout in the template builder until the estimate looks like the rest of your business. Choose it as the estimate design in Business Settings → Design and it is used for every new estimate. Saving a customized design is included on paid plans.
Work you quote often is stored as an item with its description and price, ready to drop into the next estimate. Quoting a familiar job becomes picking lines from a list rather than rewriting the same paragraph for the fourth time this month.
The client can shape the number
Set the tax rates that apply to the work and the discount you are prepared to offer, on one line or across the estimate. Pricing that would otherwise be negotiated over email is stated on the document, so what the client approves is already the final figure.
Switch on Remove Items and the client can take out the lines they do not need before signing. Switch on Customize Quantity and they can set the quantity on each line, which suits work priced per hour, per unit or per seat. The total moves with the choices they make.
You find out where it stands
The estimate records when the client opened the email and when they opened the estimate itself, and you are notified when it is viewed. So you can follow up at exactly the right moment.
An approved estimate becomes an invoice without retyping. The lines the client kept and any quantity they changed carry across, so what you bill is exactly what was agreed rather than the version you first sent. If you requested a deposit, the client can accept and pay it in one step. The estimate stays on file beside the invoice it produced.
Also included
The details that decide whether a quote is approved as sent or comes back with three questions attached.
Quote an overseas client in their currency while your own totals stay in the base currency.
Let the client raise or lower the quantity on a line before they accept the estimate.
The client approves and signs the estimate from the link you sent, with no printing involved.
Clients sign in to see every estimate you have sent them and what happened to each one.
Where you allow it, a client adjusts quantities or removes lines on the estimate itself before approving, instead of starting an email thread.
Make the fonts, colors, shapes and layout your own, as well as the logo. Saving a customized design is included on paid plans.
A short task list and a full project breakdown are handled by the same estimate screen.
Items you quote often are kept with their price and description, ready for the next estimate.
Every estimate stays in the account with its current status, from draft and sent to viewed and approved.
When a quote needs pages of context around it, a proposal carries the pricing in its own pricing table.
An invoice raised from an estimate behaves like any other, including reminders and late fees.
Estimates sit alongside your invoices, so quoted work and billed work are read from one account.
Questions
Colors, fonts, spacing, shapes, your logo and its size, the table columns, the standard labels and the document language. It applies to what the client opens as well as the PDF they keep, and the design you set for estimates in Business Settings → Design is used for every new estimate. Saving a customized design is included on paid plans and in the 30-day free trial.
As many as the job needs. A three-line quote and a project broken into dozens of deliverables use the same screen, and long estimates stay readable because each line carries its own description, quantity and price.
Online, in a few clicks. The client opens it from the link or the portal, changes quantities or removes lines where you allow it, then approves it with a signature or declines it with an optional reason.
One click. The accepted lines, the client-removable items the client kept and any quantity they changed all carry over, and the invoice is ready to send. The original estimate stays on file so you can see exactly what was agreed.
Yes, within the limits you set. Switch on Remove Items and the client can remove lines; switch on Customize Quantity and they can adjust quantities themselves. What comes back approved is what they actually want, which means fewer revisions for you.
Yes. Choose the currency the client works in and the estimate is priced in it from the start, so the figure they approve is the figure they will pay. Your own reporting still totals in the base currency of the business.
A clear estimate states what is included, what the client can remove and what it costs. Build one from your saved items and let the client approve it online.
