Billing & Revenue
Estimates (quotes)
Build and send price quotes that customers can review and approve, then convert them into invoices.
Where to access
Open Estimates from Billing.
Related
How it works
- Create an estimate from catalog items with clear pricing.
- Send it to the customer for review.
- Track its status from sent to approved.
- Convert an approved estimate into an invoice.
Tips
- Fast, professional quotes win more jobs and set clear expectations on price.