Help centre / Win work

Estimates

A quick ballpark price that can grow into a full proposal.

Available on Pro and Agency

What it is

An estimate is an early, indicative price before the full scope is known. It cannot be invoiced — it is a prelude to a proposal.

When to use it

• A prospect asks 'roughly how much?'.
• Before you have done full discovery.

How to do it

1. Open Estimates → New estimate.
2. Choose the contact, add line items and notes.
3. Send the public link to the client.
4. When ready, choose 'Turn into full proposal' — the items carry across into a draft proposal.

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