Quote fast, convert in one click.
Helm Estimates is the quoting app inside the Helm platform. Build line-item quotes for clients, track accept/decline status, export branded PDFs, and convert accepted estimates to invoices in one click. Estimates live on the same records as the deal, the project, and the bill, so a signed quote already knows what comes next.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Scope work with descriptions, quantities, and rates. Add tax. Review totals before you send.
Clients review and accept (or decline) the quote. Status updates on the estimate record and fires downstream workflows.
An accepted estimate becomes an invoice with a single action. Line items carry over. No re-keying, no copy-paste errors.
Every estimate exports as a branded PDF you can attach to an email or share by link. Your logo, your colors, your terms.
Estimates belong to an account. Surface them on the deal in the sales pipeline. Full history of what was quoted to whom.
Sales agents can draft estimate line items from scope documents and historic deal patterns. Review the draft, adjust, and send.
Set Estimates up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Attach an estimate to a deal. Acceptance becomes the signal to progress the stage.
Accepted estimates convert to invoices in one click with line items preserved.
Estimates belong to accounts. Full quote history lives on the client record.
Pair an estimate with a SOW in Documents. The pricing and the scope travel together.
Build a line-item estimate for a client account. Add tax. Export a branded PDF or share a public link. The client reviews and accepts. The accepted estimate converts to an invoice in one click. Line items, rates, and totals carry over.
Every estimate belongs to an account. Attach it to a deal and acceptance progresses the sales pipeline. Pair it with a SOW in Documents so the pricing and the scope travel together. When the work finishes, the invoice lands on the same account that signed the quote.
Sales agents can draft estimate line items from scope documents, past deals, and project history. Content Strategist agents can pair the estimate with a SOW. You review the draft, tune the numbers, and send.
Quotes live in Google Docs or a spreadsheet. Accepting an estimate means emailing it back. Building the invoice means re-typing the same line items into a different tool. The accepted quote and the eventual bill never reconcile automatically.
Line-item estimate built in the same system as the invoice. Client accepts. One click turns it into the bill. The deal, the project, and the account all know what was quoted and what was delivered.
A deal moves to the proposal stage.
Build a line-item estimate for the account. Attach it to the deal. Send it as a branded PDF or public link.
The client accepts the estimate.
Status updates to accepted. Convert to an invoice in one click when work begins (or immediately for deposits).
A client wants changes to the scope.
Edit the estimate. Send the revised version. Full history of what was proposed stays on the record.
The project is delivered.
Invoice from the accepted estimate. Line items, rates, and totals carry through without re-entry.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Standalone proposal tools don't know about your deals, your projects, or your invoices. Helm Estimates lives on the same account as the deal and the eventual bill, so accepting a quote isn't a dead-end document. It's a signal that progresses the pipeline and becomes the invoice.
Not today. Clients accept or decline estimates through the public link UI. E-signature integration is on the roadmap.
One-click conversion is built in. Full auto-convert on acceptance is configurable via a workflow, with the invoice landing as a draft for review before it sends.
Not today. Estimates use a single workspace currency. Multi-currency is on the roadmap and will apply consistently across estimates, invoices, and reports.
Template-style estimate lines aren't a dedicated feature yet. Today, duplicate a prior estimate to reuse its structure. A proper template library is on the roadmap.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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