We are thrilled to announce the launch of our new Estimates feature!

This addition allows you to create estimates and share them with clients before sending the final invoice.

The clients can simply
accept/reject
this estimate

You can directly
convert this estimate into an invoice
and then send it with ease.

Go to a Sub-account -> Select Payments

Click on Invoices and Estimates -> Select Estimates

To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry

Add products to the estimate and click on send

Send to Client: Check the estimate and instantly send it to your client through email or SMS.

Users can click on accept and this estimate will be marked as accepted

Users can click on reject, add notes and this estimate will be marked as rejected

Users can click on Mark as accepted/rejected if user has already confirmed on phone

Click on sent invoice item

Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting
create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice.

Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced

Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard

Keep track of notes added by users on the dashboard and within the estimate builder

Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings.