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ClearBooks

Win More Business with Professional Estimates

Create detailed, professional estimates that impress clients and easily convert them to invoices once approved.
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Powerful Estimate Features

Create professional estimates, send them to clients, and convert them to invoices when approved.

Professional Estimates

Create branded estimates with your company logo, custom colors, and personalized terms.

Convert to Invoice

Convert approved estimates to invoices with a single click, eliminating duplicate data entry.

Client Approval

Get electronic approval from clients directly within the platform.

Template Library

Save time with reusable estimate templates for common products and services.

PDF Export

Download estimates as professional PDF documents to share with clients.

Expiration Dates

Set validity periods for your quotes with automatic expiration dates.

From Estimate to Paid Invoice

Our streamlined workflow makes it easy to convert estimates to invoices

  1. Step 1

    Create Estimate

    Design professional estimates with your branding

  2. Step 2

    Send to Client

    Email directly from the platform

  3. Step 3

    Client Approves

    Get digital approval

  4. Step 4

    Convert to Invoice

    One-click conversion with no duplicate data entry

Why Use ClearBooks Estimates?

See how our estimate software can help your business succeed

Win More Business

Professional-looking estimates help you stand out from the competition and win more business.

Save Time

Create estimates quickly using templates and convert them to invoices with one click.

Look Professional

Branded estimates with your company logo and colors enhance your professional image.

Improve Communication

Clear, detailed estimates help set accurate expectations with your clients.

Start winning more business today

Join thousands of businesses who use ClearBooks to create professional estimates
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