Estimates That Help You Close the Deal.

Send estimates that look the part, build confidence, and turn “let me think about it” into “let’s do it.”

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Here’s how the estimates module helps you close the deal, and move forward faster.

Look like a pro. Win the job.

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Make your quote look worth the price.Add your logo, choose your layout, and match your brand colors in seconds.

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Show the full picture.Add line items, taxes, discounts - everything they need to say yes, without hesitation.

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Attach proof they can trust.Drop in links, photos, or files so they see exactly what they’re getting.

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Know when they’re ready.Get a heads-up the moment they view it, so you can follow up before someone else does.

Wait. That’s it?

Yep. One click, and the estimate becomes an invoice.

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One-click approvals.No accounts. No back-and-forth. Just a tap on "approve" and it’s done.

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Auto-converts to invoice.Everything carries over. Items, prices, terms - ready to send, schedule and get paid.

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Always in sync.See every estimate’s status: Draft. Sent. Approved. Always up to date.

Built for speed. Designed to close.

All the features you need to help you estimate fast, impress instantly, and turn doubts into deals.

🧾 Professional

Branded estimate templates

Add discounts & notes

Attach files or links

Notes & custom fields

Linked to customer portal

⚡ Automated

Instant invoice creation

Auto carry-over to invoice

Schedule follow-ups

Save estimates as templates

Reuse saved products & services

📊 Track & Convert

Status: Draft, Sent, Approved

One-click approvals

Estimate-to-invoice history

Approvals by email or link

Plus: invoicing, customer and company tools included at no extra cost.

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Risk-free. No card. No hassle.

💬 We thought you might ask.

What if I need to change the estimate after I send it?

Just update it. The changes show up automatically in your customer’s dashboard. No need to resend.

How do I know if the customer even saw the estimate?

We show you exactly when your estimate is viewed, so you know who’s interested and who’s gone cold.

Can they approve it from their phone?

Yes. They just tap the link in their email or text. One click and you’re good to go.

Do I have to create a separate invoice after it’s approved?

Nope. The estimate becomes an invoice automatically. Same details. Zero extra steps.

Is this overkill if I only send a few estimates a month?

Actually, that’s exactly when it matters. The faster and clearer your estimate, the more likely you are to win the job.