The Estimate section is like having a project cost expert sitting right beside you—fast, accurate, and always on call. Forget long spreadsheets and manual calculations. Here, you generate precise, customized estimates in just a few clicks. No extra effort. No wasted time. Just clear numbers you can trust.
What You Can Do Here
Send Estimates
Instantly share polished, client-ready estimates that look professional and build confidence.
Save Drafts
Working in stages? Save your progress as a draft and refine it whenever you’re ready.
Analyze Performance
Track how your estimates perform with built-in analytics—know what’s working and where to improve.
How to Get There
- Head to the Client Menu in the sidebar.
- Choose the project you want to prepare an estimate for.
- Click the Estimate tab inside the workspace, and you’re ready to go.
Inside the Estimate Page
Here’s what makes it powerful:
- A structured table showing all your estimates at a glance.
- Quick options to edit, send, or save new ones.
- Analytics for real-time insights into your estimates.
Viewing Estimates (or Starting Fresh)
- If you already have estimates → They’ll appear neatly listed with details, status, and sharing options.
- If you’re new here, → You’ll see a clean, welcoming screen that encourages you to create your first estimate—fast and simple.
Pro tip : Treat your estimates like your first impression. The quicker and clearer they are, the stronger your client’s trust will be.
.
Let's explore these options deeply
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article