Estimates and customer approval

Create and send an estimate for approval Prepare a quote for the customer to review before you issue an invoice.

Set an estimate expiry date and preview it Make the validity of an estimate clear before sending it.

See whether an estimate was approved, declined, or expired Check the recorded response instead of treating a viewed estimate as an acceptance.

Find the approval and signature for an accepted estimate Review the approval event and saved signature for the exact estimate accepted.

Plan item costs while preparing an estimate Save the expected cost of an estimate line separately from the customer’s selling price.

Add recurring items to an estimate Give repeat settings to the estimate’s ongoing service lines and keep one-time charges separate.

Choose whether an estimate requires a verification code Use email verification when an estimate needs a one-time code before the customer can accept it.

Choose what happens after an estimate is approved Choose whether accepting an estimate creates an invoice and takes the customer to it.

Let a customer remove optional items from an estimate Use this when part of a quote is optional and the customer can leave it out.

Let a customer change quantities on an estimate Let a customer change the number of units on an estimate before they accept it.

Convert an accepted estimate to an invoice Create an invoice for an accepted estimate and avoid invoicing the same estimate twice.