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Feature

Quote and Estimate Software

Create quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.

Create your first quoteSee pricingAll features
Structured quotes with line items and tax
Public links, PDF downloads, and attachments
Quotes converted into invoice drafts

What you can do

Build structured quotes and estimates

Create quote records with sender and recipient details, quote numbers, titles, descriptions, issue dates, valid-until dates, currency, line items, tax rates, and totals.

Use custom fields and notes

Add custom quote fields, footer notes, and private internal notes so each estimate has the context your team needs without cluttering the client-facing view.

Connect quotes to customers and projects

Link a quote to a contact, company, or project when the estimate belongs to a known client or a specific body of work.

Send polished quote emails

Public quote links can be copied on any plan. Premium email delivery can send that link with PDF support, including copy recipients when a quote needs to reach more than one person.

Share public links and PDF downloads

Create public quote links on any plan, remove those links when access should end, and let clients download a public quote PDF.

Track status and convert to invoices

Follow draft, sent, accepted, rejected, and expired quote statuses, then convert the quote into a new invoice draft with customer, project, currency, and line items carried over.

Best for

Proposals before invoicing

Use it when a client needs a priced quote or estimate before the work becomes an invoice.

Client review with a shared link

Use it when the client should review quote details online, download a PDF, or receive the quote by email.

Turning approved work into billing

Use it when quote details, line items, customer context, and project context should carry into a new invoice draft.

Typical workflow

1

Create the quote record

Enter the quote number, sender, recipient, title, description, issue date, validity date, and currency.

2

Add pricing and line items

Use saved products or custom rows, set quantities, unit prices, tax rates, and review the calculated totals.

3

Add context where needed

Attach a contact, company, project, custom fields, footer notes, or private notes so the quote fits the actual client work.

4

Share the quote

Create a public quote link, download a PDF, or use premium email delivery for the client review process.

5

Move from quote to invoice

When the quote is ready for billing, generate a new invoice draft from the quote details and continue the invoice workflow.

Related features

Combine Quote & Estimate Software with these workflows inside Invoice Master.

Recurring Invoicing Software

Use recurring invoicing software to create templates for retainers, service contracts, and repeat billing schedules, then generate draft invoices when each billing date arrives.

Invoice Reminders

Set payment follow-up rules for due invoices, manage reminder recipients per invoice, and keep overdue collection steps visible.

Online Invoice Payment Processing

Accept invoice payments online with internet payment processing, Stripe checkout, Pay buttons, and automatic status updates.

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Frequently asked questions

Start using Quote & Estimate Software today

Open your account, configure your billing workflow, and keep related client work connected.

Create your first quoteSee pricing

Explore features by workflow

Use these grouped links to move from this feature into payment, preparation, client, and operations workflows.

All features

Get paid

Send invoices, collect payments, automate reminders, and support repeat billing.

Prepare the work

Quote the job, track time, manage project billing, and capture expenses before invoicing.

Manage clients

Keep CRM, portal access, public sharing, and referrals connected to client billing.

Operate and report

Organize tasks, inventory context, and exports around invoice and client records.