Estimates that turn into invoices
Send a professional estimate or quotation with a valid-until date. Your customer accepts, asks for changes or declines on the secure link — and an accepted estimate becomes an invoice, a deposit or a proforma with every line carried across.
Included₹85,000.00
What you can do with it
Valid until, not due
Estimates carry a validity date and show Expired when it passes.
Accepted online
Customers accept, request changes or decline on the link.
Convert in one click
Create the invoice, a deposit, a part or a proforma from the estimate.
Correct Estimate
Fix an open or declined estimate without starting again.
Four steps, no training needed
Create the estimate
Same editor as invoices: customer, lines, tax, notes and terms.
Send it
By email with the PDF and link, on WhatsApp, or as a download.
Your customer replies
Accept, Request Changes with a note, or Decline with a reason.
Invoice it
The whole estimate, a deposit, a part, the remaining amount or a proforma.
Know where every quote stands
Each estimate shows Open, Accepted, Declined or Expired, and you’re told the moment a customer replies — in the bell, by email, even in Slack. A change request comes with the customer’s note, so you can correct the estimate or mark the request handled.
You can also record the outcome yourself with Mark as Accepted or Mark as Declined when the answer came by phone.
BD-EST-0044 Open
Invoice all of it, or part of it
Bill a 30% deposit now and the rest on delivery. Each part invoice keeps every estimate line at the same share with its own tax, and the estimate shows Partly Invoiced until it reaches 100%. A deposit due on acceptance can even be drafted for you the moment the customer accepts.
BD-EST-0042 Accepted
Learn it step by step in the Help Center
Related features
Estimate options
Optional add-ons and Good / Better / Best choices your customer picks on the link.
Online approval & replies
Customers accept, request changes or decline estimates online — with notes and reasons.
Deposits & part invoices
Bill a deposit, a share or the rest of an estimate — totals always add up exactly.
Proforma invoices
Proformas with their own numbering, advances kept as credit and one click to the tax invoice.
Questions about Estimates & quotations
Can customers accept an estimate online?
Yes. The estimate’s secure link has Accept, Request Changes and Decline, each with a confirmation. Accepting never creates an invoice by itself — your team stays in control.
What happens when an estimate expires?
It shows Expired after its valid-until date. You can duplicate it or correct it to send a fresh one.
Can I offer options in an estimate?
Yes — optional lines the customer can tick, and choose-one groups like Standard or Premium. See Estimate options.
Can I bill an estimate in parts?
Yes: a deposit or any share now, and the remaining amount later. The invoices always add up to the estimate exactly.
Try Estimates & Quotations on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.