Easy estimates
Set the right expectations with professional-looking estimates. Every bit of information, from terms and conditions to customer notes, can be captured with ease.

Send professional estimates
Choose your favorite theme from our template gallery, and make it your own before you send it to a client.

Turn estimates into invoices
Once you get your client's approval of an estimate, convert it into an invoice without having to re-type the information.

Track your estimates
The Estimate History section lets you keep track of the discounts, note changes, and monitor interactions with your customers.

Easy access to estimates
Invite your clients to the Customer Portal, so they can accept or decline estimates, make advance payments, and share their comments.

Get estimates signed
Use our Zoho Sign integration to get estimates digitally signed by your customers. Put your client's mind at ease with a more secure approval process, and get tangible proof of your deals with them.

Frequently Asked Questions
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How can I share estimates with my clients?
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How can I customize my estimates?
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How can I create a project from an estimate?