Product · August 20, 2026

Quotes and estimates — with one-click conversion to invoice

Account → Quotes & Estimates lets you build and send a price estimate the same way you'd build an invoice — line items, tax calculated per region, a PDF to send.

Track each quote as sent, accepted, or declined. Once a client accepts, one click converts it into a real invoice — same customer, same line items, same total, with a fresh invoice number and due date, linked back to the quote it came from.

The PDF is clearly labeled as an estimate, not a bill — nothing implies payment is due until an actual invoice exists.