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Estimates

Create estimates, quotes, and proposals, send them to customers, and convert accepted ones into invoices.

Estimates live under Money In. Price a job as an estimate, quote, or proposal, send it to your customer, and turn it into an invoice once they say yes.

Creating and sending

Create an estimate

Price a job as an estimate, quote, or proposal

Send an estimate

Download the PDF or email it to your customer

Manage your estimates

Statuses, editing, approving, and deleting

Winning the work

Convert an estimate to an invoice

Turn an accepted estimate into a draft invoice