Creating Estimates
Create professional quotes and proposals for your clients
Estimates (also called quotes or proposals) let you provide pricing to clients before work begins. They help you win business and set clear expectations.
Creating an Estimate
- 1 Navigate to Documents → Estimates
- 2 Click Create Estimate
- 3 Select the client
- 4 Add line items with descriptions and prices
- 5 Set an expiry date (optional)
- 6 Click Save or Send
Estimate Statuses
Draft
Sent
Viewed
Accepted
Rejected
Expired
Client Acceptance
When you send an estimate, clients receive a link where they can:
- View the estimate details
- Accept the estimate
- Reject the estimate with a reason
- Download as PDF
Convert to Invoice
Once a client accepts your estimate, you can convert it to an invoice with one click.