Creating Estimates

Creating Estimates

Estimates (also called quotes) let you send a proposed price to a client before starting work. When the client approves, you can convert the estimate to an invoice in one click.

Creating an Estimate

1. Go to Estimates in the sidebar (or click New Estimate from the dashboard)
2. Select a client
3. Add line items with descriptions, quantities, and prices — the same way you would for an invoice
4. Set an expiration date (optional) — after this date the estimate is no longer valid
5. Add any notes or terms in the Notes field
6. Click Send

Estimate Statuses

Client Experience

When a client receives an estimate, they can:

• View all line items and the total
• Click Accept to approve or Decline to reject
• Add a note explaining their decision

Converting to an Invoice

Once an estimate is accepted, open it and click Convert to Invoice. Invoice For Me creates a new invoice pre-filled with all the estimate's line items, client details, and amounts. Review the invoice, set a due date, and send it.