Estimating Software To Help Client Relationships Flourish
Estimates put you and your client on the same page from kickoff to billing. FreshBooks estimating software supports your business every step of the way.
Get Your Invoices Out the Door Faster
FreshBooks estimating software solutions transform your custom project estimates into ready-to-pay invoices in a flash. Youāll save time on billing and pocket your money sooner.
Create Proposals That Win New Clients
Showcase your value with custom Proposals. Outline project scope, timeline for project tasks, deliverables, and other project data, then send cost estimates to prospects with just one click. Youāll save time switching between other apps or emails with our estimating solution.
Kick Off Projects With Clarity
Stop wasting time wondering when work will begin. FreshBooks estimating software lets clients approve projects fast, so youāre off to the races with confidence.
More Ways Estimating Software Helps
As part of your suite of business management software, FreshBooks estimating software has powerful features to help send clear estimates and make bid management a breeze:
- Track estimate status from viewed to accepted
- Turn an estimate into an invoice
- Have your clients accept estimates online
- View and respond to client feedback about an estimate
- Preview estimates and quotes before sending
- Easily add a discount
- Send accurate and unlimited estimates in your preferred currency
- Create and email detailed estimates from anywhere with the FreshBooks mobile app
- Customise estimates with ease so you can look professional and showcase your brand
See other powerful features to help you estimate like a pro >
Did You Knowā¦
Award-Winning Customer Support
- Help From Start to Finish: Our Support team is highly knowledgable and never transfers you to another department.
- 4.8/5.0 Star Reviews: Yup, that’s our Support team approval rating across 120,000+ reviews
- Global Support: We’ve got over 100 Support staff working across North America and Europe
Frequently Asked Questions
Yes, as one of our many collaboration and project management tools, clients can access your Estimates whenever it’s convenient for them. They can accept or ask you questions all from within the FreshBooks estimating software, which makes the estimating process easier for you.
When you send Estimates to your Clients, they receive an email with a link to view the Estimate. From here, they can view the Estimate online. You can’t do that using Microsoft Excel or Word.
Learn more about our estimating software and how your clients interact with Estimates here.
You can easily convert your Estimate into an Invoice and collect payment. Once the Estimate has been reviewed by your Client, click on the “More Actions” button on the Estimate and then select “Convert to Invoice”. You will then be taken to the New Invoice page, where you can build the rest of your Invoice. You can either send the Invoice to your client for quick payment processing or save it as a draft.
Learn more about our estimating software and converting estimates to invoices here.
Yes, we made sure your bid management software lets you customize the style of your project estimate in the following ways:
- Template – You can choose between Simple or Modern, the option of having a logo in a corner, or a wide banner across the top of your Estimate.
- Theme Colour – This will change the colour of your headings (e.g., Description, Rate, Estimate Number). It will also change the banner colour at the top of your Estimate on the Modern template.
- Font – You can choose between Helvetica (Modern) and Garamond (Classic).
- Currency & Language – Here you’re able to change the currency or language (either English or French) of your client’s Estimate.
Yes, you can use the FreshBooks estimating software on your mobile devices to effectively manage client information on the go. Creating Estimates from within the FreshBooks app is slightly different for iOS and Android devices. Click the links below for details on how to create estimates with our cloud-based estimating solution.
Learn more about creating estimates on iOS here.
Learn more about creating estimates on Android here.
Think this looks simple? FreshBooks makes ridiculously easy invoicing, too. Learn more about FreshBooks.
