Send a clear, professional quote
Add estimate and PO numbers, issue and expiry dates, customer details and terms. The live preview shows the document as you work.
Estimates & quotes
Quotes that look ready for the job.
Build a detailed estimate, preview it live and give your customer a simple path to approval.
What you can do
Estimates & quotes, in detail.
- Add catalogue items or type line items with rate and quantity
- Apply per-item or overall markup, discounts and one or more taxes per line
- Set a fixed or percentage deposit and create payment schedules
- Add notes, terms, footer text, private notes and optional signature lines
- Choose from five PDF templates, then print or download
- Email a PDF and private online link, with an optional QR code
Let customers approve online
A private link lets your customer view, download, print and approve the estimate. Approval updates the status automatically.
Always know what was sent
Every send creates a saved version, so the estimate history keeps the exact document your customer received.
Good to know
Estimates & quotes questions, answered.
Can customers approve a quote online?
Yes. They can approve an estimate from its private online link with one click.
Can I take a deposit?
You can add a fixed or percentage deposit and set a payment schedule.
Can I customise statuses?
Yes. Estimate statuses such as Pending, Approved and Rejected are customisable.