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Estimates & Quotes

Create professional estimates in seconds. Send to customers for approval. Convert accepted estimates to invoices with one click.

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Professional Estimates in Seconds

Win more business with polished, professional estimates. Add your branding, itemize services, and send to customers for approval—all in under a minute.

  • Clean, professional estimate templates
  • Add your logo and company branding
  • Automatic estimate numbering
  • Save customer details for repeat quotes
[Estimate Preview Screenshot]

Convert to Invoice in One Click

When your customer says yes, don't re-enter everything. Convert accepted estimates to invoices instantly—all line items, terms, and details carry over automatically.

  • One-click conversion to invoice
  • All line items transfer automatically
  • Customer and terms preserved
  • Original estimate linked for reference
[Convert to Invoice Screenshot]

Track Every Estimate

Know exactly where every estimate stands. Draft, sent, accepted, declined, expired—all visible at a glance. Never lose track of potential revenue.

  • Real-time status tracking
  • Filter by customer or status
  • See total value of pending estimates
  • Track acceptance rates over time
[Estimate Dashboard Screenshot]

Email Estimates Directly

Send estimates straight from BizBooks Pro. Customers receive a professional PDF they can review, approve, or request changes—no extra software needed.

  • BizBooks Relay email - zero SMTP setup
  • Professional PDF attachment
  • Customize email message
  • Track when customers view estimates
[Email Estimate Screenshot]

Flexible Line Items

Build estimates your way. Add products, services, or custom line items. Set quantities, rates, and descriptions. Totals calculate automatically.

  • Products and services from your catalog
  • Custom line items for one-off quotes
  • Automatic tax calculation
  • Notes and terms fields
[Line Items Screenshot]

Why BizBooks Pro Estimates?

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Win More Business

Professional estimates make a great first impression. Stand out from competitors with polished quotes.

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Save Time

Create estimates in seconds, convert to invoices in one click. No double data entry.

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Track Performance

See which estimates convert. Identify your best customers and most popular services.

Ready to Streamline Your Quoting?

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