Estimates that turn into invoices
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.
Everything Helm Estimates can do.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Line-item estimates
Scope work with descriptions, quantities, and rates. Add tax. Review totals before you send.
Accept, decline, or negotiate
Clients review and accept (or decline) the quote. Status updates on the estimate record and fires downstream workflows.
Convert to invoice in one click
An accepted estimate becomes an invoice with a single action. Line items carry over. No re-keying, no copy-paste errors.
Branded PDF export
Every estimate exports as a branded PDF you can attach to an email or share by link. Your logo, your colors, your terms.
Tied to the account and deal
Estimates belong to an account. Surface them on the deal in the sales pipeline. Full history of what was quoted to whom.
Agent-drafted scopes
Sales agents can draft estimate line items from scope documents and historic deal patterns. Review the draft, adjust, and send.
Wired into every other app by default.
Set Helm 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.
Quote accurately. Convert without friction.
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.
Scope, quote, bill. Same records.
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.
Agents draft the first pass.
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.
The difference an integrated Helm Estimates makes.
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.
What happens when you use it.
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.
Agents that run on Helm Estimates.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Sales Representative Agent
byHelmDrafts estimates and proposals, follows up, keeps the forecast honest, and hands closed-won deals to delivery.
SalesContent Strategist Agent
byHelmPlans editorial calendars, maintains brand voice, and drafts posts, case studies, and client updates from real project data.
ContentAccount Manager Agent
byHelmRuns client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.
Client SuccessWorks with the rest of the platform.
Questions about Helm Estimates.
How does Helm Estimates differ from Proposify, PandaDoc, or a Google Doc?
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.
Is e-signature supported?
Not today. Clients accept or decline estimates through the public link UI. E-signature integration is on the roadmap.
Can estimates become invoices automatically?
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.
Is multi-currency supported?
Not today. Estimates use a single workspace currency. Multi-currency is on the roadmap and will apply consistently across estimates, invoices, and reports.
Can I use templates for repeat quotes?
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.
Try Helm Estimates.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.