Professional estimates and invoices your clients can approve online

Create branded estimates and invoices, send them by email as your company, see when clients open them, and let clients approve or decline estimates online.

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Estimate with line items, discount and tax

The problem

Slow paperwork means slow approvals and slower payments

Estimates built in a word processor, sent as attachments, followed by days of "did you get it?".

What you get

Line items, discount, tax and attachments
Four PDF layouts with your branding
Email from your company name, with open tracking
Online approve / decline for estimates
Convert to invoice or create a job from an estimate
Due dates, overdue status, partial and full payments recorded

How it works

Estimates & invoices, step by step

1
Build the estimate
Line items, discount and tax, attachments, and one of four layouts. Your logo and company details are added automatically.
2
Send it as your company
Clients receive an email from your company name with a secure link and the PDF. You see when they open it.
3
Approved online
The client approves (with their name) or declines (with a reason) from their phone, and you're notified right away.
4
Estimate → job → invoice
Convert an approved estimate into an invoice or a job in a few clicks. Record partial and full payments and see what's overdue.

Industries

Popular with

FAQ

Estimates & invoices questions

Can clients pay invoices online?

Not yet. Clients can view and download invoices from a secure link; you record the payments you receive.

Is the estimate approval an e-signature?

The client approves by typing their name on the secure estimate page; the approval, name, time and revision are recorded.

Works together with

Client communication

Client Portal

Give each client a secure project page with progress, updates, shared daily reports and photos, approved change orders and documents, with no account to create.

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