Estimates & Quotes

What it does

Estimates let you send professional quotes to potential customers. Recipients can view, approve, or decline estimates via a shareable link. Accepted estimates convert to invoices with one click.

Key actions

• Create estimates with line items, taxes, and notes
• Send estimates by email with a shareable approval link
• Track approval status (pending, approved, declined)
• Convert approved estimates directly into invoices
• Duplicate estimates and export to PDF
• Add comments and internal notes

Getting started

Go to Sales > Estimates and click "New Estimate". Fill in the customer details and line items, then send it. Your customer can approve or decline online.