Send Accurate, Professional Estimates Before You Invoice
The Estimates Module helps you manage the quoting process before any work begins or payment is requested. It allows you to create, send, and track price estimates for potential jobs or product orders, giving your clients clarity and enabling informed decisions.
Estimates act as the first formal step in your billing process. They ensure that both parties are aligned on pricing, scope, and expectations before moving forward. Once approved, estimates can easily be converted into invoices, saving time, minimizing errors, and maintaining a seamless workflow.
📌 Why Use the Estimates Module?
Before committing to a project or sale, clients often ask for a clear breakdown of costs. This module allows you to:
✅ Create detailed, branded estimates in minutes
✅ Customize item descriptions, quantities, and pricing
✅ Send estimates directly to clients for review and approval
✅ Track status changes: Draft, Pending, Partial, Invoiced.
✅ Seamlessly convert approved estimates into invoices
Whether you’re quoting a service, a product package, or a project scope, this module gives you a professional, streamlined way to communicate value.
🧾 Key Benefits
Speed & Accuracy – Pre-fill recurring items and pricing to generate quotes faster
Transparency – Help clients understand what they’re paying for before they commit
Conversion Efficiency – With one click, turn an estimate into an invoice, no need to re-enter data
⚙️ Who Is It For?
The Estimates Module is ideal for:
Service-based businesses offering custom work
Product-based businesses dealing with bulk or quote-based pricing
Sales teams need client approvals before invoicing
Freelancers and consultants quoting by project or milestone
✅ What’s Next?
In the following sections, you’ll learn how to:
Track status updates and client responses
Manage and review past quotes for reporting and reuse
Ready to streamline your quoting process? Let’s dive in.