Accounts · Estimates
Quote the work, then convert to invoice when it is accepted
Send professional estimates to clients, track their status and convert accepted ones to invoices in a single step — so there is never a gap between what was quoted and what was invoiced.
What's included
Estimate creation
Build estimates from your product catalogue or with custom line items and descriptions.
Estimate sending
Email estimates to clients directly with a branded PDF attached.
Status tracking
Track whether an estimate is draft, sent, accepted or declined.
One-click invoice conversion
Convert an accepted estimate to an invoice with no re-entry.
Estimate history
All estimates linked to the customer record for reference.
Ready to get started?
This is part of Accounts — the full product includes every connected capability.