Features
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Estimates
Create and send estimates in seconds. Quickly duplicate similar quotes and get online approvals before converting to invoices.
Sending Estimate will not be the same again
Get predefined terms & conditions, convenient options to duplicate items and more to create quotes in seconds
Predefined items
Get a list of predefind items as per your profession. Simply edit the price and they’re ready to go
Approving estimates
Get approved estimates, automatically converted into invoices. Get to know when client views them.
SMS (Coming soon)
Send SMS notifications to clients when sending estimates
* available in US & Canada only
Quotes & Projects
Create project wise quotes to get better reporting insights and indexing
Duplicate and send estimates/quotes in seconds
They are converted automatically when they’re approved
- Configure labels and titles
- Configure estimate columns
- Select client contact
- Set estimate expiry date
- Get estimate opening alerts
- Convert to invoices
- Approve or reject online
- Duplicate, print & download
- View history
- Create notes