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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

Premium accounts can send quote emails with a public quote link and PDF support, including copy recipients when a quote needs to reach more than one person.

Share public links and PDF downloads

Premium accounts can create public quote links, 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

Send a premium quote email, create a premium public link, or download a PDF 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 Invoice Software

Create recurring invoice templates for repeat client work, set daily, weekly, monthly, or yearly schedules, and 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 through Stripe-hosted checkout with region-aware payment methods.

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Frequently asked questions

Start using Quote & Estimate Software today

Open your account, configure your workflow, and keep everything connected in one platform.

Create your first quoteSee pricing

Explore all feature pages

Quote & Estimate SoftwareRecurring Invoice SoftwareExpense Tracking & BillsInvoice RemindersClient Portal AccessPublic Invoice SharingProject-Based InvoicingClient Management CRMData ExportsTask Management for Service BusinessesTime Tracking & InvoicingInvoice and Quote Template CustomizationClient Referral Tracking for Small BusinessSmall Business Invoicing SoftwareInventory Management SoftwareOnline Invoice Payment Processing