Win More Business with Professional Estimates
Create detailed, professional estimates that impress clients and easily convert them to invoices once approved.
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
Create Estimate
Design professional estimates with your branding
Send to Client
Email directly from the platform
Client Approves
Get digital approval
Convert to Invoice
One-click conversion with no duplicate data entry
- 1
Create Estimate
Design professional estimates with your branding
- 2
Send to Client
Email directly from the platform
- 3
Client Approves
Get digital approval
- 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