A professional estimate in minutes
Reuse customers and catalogue or type manual lines to prepare a proposal with validity and terms.
- Quantities and prices
- Discounts and taxes
- Notes and terms
Proposals that move forward
Present lines, quantities, discounts, taxes and terms clearly and retain the customer decision.
Reuse customers and catalogue or type manual lines to prepare a proposal with validity and terms.
The customer receives a secure link, reads the document and accepts or rejects with an optional note.
A sent document remains intact. When scope changes, create a linked revision from the previous version.
Only an accepted proposal can be converted, keeping lines, amounts and taxes without duplication.
No. The secure link lets them view and respond.
Create a revision so the document the customer received is not altered.
No. Only accepted estimates can become invoice drafts.
Start with every feature and upgrade only when you need to issue more documents.