Estimates

Send quotes clients can accept online

Send professional estimates before starting work. Clients can review and accept them from a public link, and you can turn an accepted estimate into an invoice.

Creating an Estimate

1. Click Create Estimate.
2. Choose the account (and optional contact), and give it a title.
3. Add line items manually or from your Products catalog.
4. Set an expiry date, tax rate, and notes, then save.

Estimate Fields

• Account and Contact
• Estimate number - Generated automatically
• Title and Description
• Issue date and Expiry date
• Line items, tax rate, and totals
• Client notes and Internal notes

Statuses

• Draft - Being prepared
• Sent - Delivered to the client
• Accepted - The client accepted it
• Declined - Marked as declined
• Cancelled or Archived - Closed out

An estimate becomes Accepted automatically when the client accepts it from the public link.

Sending & Accepting

Open an estimate to Email it (with a PDF), copy a public Share link (valid 30 days), or Download and Print it. From the public link, the client can review and click Accept Estimate.

Turning an Estimate Into an Invoice

There isn't a one-click convert button. The quickest path is to ask the AI assistant to create an invoice from the estimate, and it carries the line items over. You can also create the invoice by hand.

Views & Actions

See estimates as a list or a board grouped by status. Row actions include View, Edit, Share, Duplicate, and Delete; bulk actions can mark several as Sent or Accepted, or delete them.