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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. Every line opens with a product/service picker — choose a saved item and the description, price, and tax fill themselves in. Or leave it as a custom line and type a one-off by hand. Totals recalculate as you go.

  • One-click product & service picker on every line
  • Group items expand into a header plus editable components — perfect for repeating blocks like rooms, phases, or service packages
  • Section subtotals and percentage discounts that recalculate automatically
  • Custom line items for one-off quotes
  • Income accounts carry straight through when you convert to an invoice
[Line Items Screenshot]

Payment Schedules & Progress Draws

Perfect for contractors, builders, and milestone-based projects. Split any estimate into multiple payment draws with due dates or completion conditions. When the estimate converts to an invoice, the full schedule carries over automatically.

  • Split estimates into unlimited payment draws
  • Set due dates or milestone conditions per draw
  • Split evenly or customize amounts per phase
  • Schedule carries over when converted to invoice
  • Track paid vs. pending draws at a glance
[Payment Schedule Screenshot]

Online Signing & E-Acceptance

Email your customer a one-tap link that opens a clean, branded view of the estimate -- they can sign and approve it right in the browser. Pick from three signature styles: cursive typed, draw-with-finger, or simple checkbox. Behind the scenes BizBooks Pro records the signer's IP, browser, and timestamp, then hashes the whole record so any later edit invalidates the signature. Compliant with E-SIGN and UETA. The signed estimate sits on the record until you are ready to issue an invoice -- never auto-converted.

  • "Send for Acceptance" button on every estimate -- one click
  • Mobile-friendly signing page works on any phone or tablet
  • Three signing options so you can match your customer's comfort level
  • Tamper-evident SHA-256 hash protects the signed record
  • Captures decline reason if they pass -- valuable pipeline insight
  • Duplicate a signed estimate any time to revise without affecting the original
[Online Signing 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.

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