Estimates (quotes)

Steps

1. Create an estimate from catalog items with clear pricing.
2. Send it to the customer for review.
3. Track its status from sent to approved.
4. Convert an approved estimate into an invoice.

Tips

• Fast, professional quotes win more jobs and set clear expectations on price.

Related guides

• Invoices Create, send and track invoices with recurring billing, branded documents, online payment links and payment recording.
• Building proposals Create rich, professional proposals with a pricing calculator, formatted text and a photo and video gallery that sell the work.