Estimates
Quote the job, win the work, and get paid — estimates that turn into invoices in a single click.
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What it does
Estimates let you put a clean, professional quote in front of a prospect in minutes. Add line items with quantities and pricing, watch the subtotal, tax, and total update live, and send a branded estimate the client can review and accept online.
When a client accepts, you don't re-key anything: convert the estimate into a Stripe-backed invoice in one click and the payment link goes out automatically. The whole quote-to-cash path — draft, send, accept, invoice, pay — lives in one record.
Estimate activity is event-driven. estimate.sent and estimate.accepted can trigger workflows: notify your team on acceptance, auto-create the invoice, start an onboarding sequence, or follow up if a quote goes stale. The same automation engine that runs your marketing runs your sales paperwork.
Because estimates share the platform's contacts and payments, every quote is tied to a real customer record and every conversion shows up in your revenue reporting — no separate proposal tool, no copy-paste into accounting.
Key capabilities
Line-Item Builder
Add items with quantity and price; subtotal, tax, and total recalculate live as you edit.
Send & Accept Online
Share a branded estimate the client can review and accept from any device — no PDF email chains.
One-Click to Invoice
Convert an accepted estimate into a Stripe invoice instantly, with the payment link sent automatically.
Quote-to-Cash in One Place
Draft, send, accept, invoice, and collect payment all live on a single connected record.
Automation Triggers
estimate.sent and estimate.accepted drive workflows — team alerts, onboarding, and stale-quote follow-ups.
Tied to Your CRM
Every estimate links to a contact and flows into revenue reporting — no separate proposal tool needed.