Estimates
Create professional estimates, send them for customer approval, and convert accepted estimates to invoices.
Estimates let you send quotes to customers before starting work. Once accepted, convert them to invoices with one click.
How Estimates Work
Every estimate follows a lifecycle from creation through conversion:
- Draft — create and edit your estimate until it’s ready to share
- Sent — share the estimate with your customer via link or email
- Accepted — the customer approves the estimate through the portal or you mark it accepted manually
- Rejected — the customer declines the estimate
- Expired — the estimate passes its expiry date without a response
- Converted — the accepted estimate has been converted into an invoice
Estimates start as a Draft where you can freely edit them. Once you share or email the estimate, it moves to Sent. Your customer can then Accept or Reject it through the Customer Approval Portal. If you set an expiry date and it passes without a response, the estimate becomes Expired. Finally, when you convert an accepted estimate into an invoice, it’s marked as Converted.
Free vs Pro
On the Free plan, you can create and manage estimates. Upgrading to Pro unlocks additional estimate features, including:
- Email sending to customers
- Customer approval portal with accept and decline
- One-click conversion to invoices
- Automatic expiry dates
See Free vs Pro for a full comparison of plans.
Topics
Related
- Invoices — create and manage invoices
- Free vs Pro — compare plans and upgrade