Estimates Lay the Groundwork for Strong Client Relationships
A Digital Handshake That Gets You Paid Faster
It’s fast and easy for clients to approve Estimates online, so start dates are never a question. Then, easily convert Estimates to Invoices and collect deposits for fast billing and payment.
Estimate Status Lets You Creep on Clients, in a Good Way
Estimate status shows as in progress, viewed, or accepted, so you’re not left wondering. Client questions? Respond right in FreshBooks. Need an old Estimate? Track them in Client Profiles.
More Ways Estimates Connect You to ClientsBuild an Estimate
Reuse an Estimate
Easily recycle an old Estimate to use for a new client
Easy to Track
Create unique Estimate numbers for easy tracking
Download Estimates as PDFs
Manage Your Budget
Use Estimates to help allocate budget
Send Estimates in a preferred currency and language
Create and email Estimates from anywhere with the FreshBooks mobile app
Easily add discounts to Estimates
Review Your Estimates
See all Estimates sent to you by vendors
Have Lots of Clients and Want to Save on Billing?
Our FreshBooks Select Plan could be the solution for you, saving you time and money.
The Select Plan includes:
- A dedicated account manager to train your team and migrate your books from other platforms
- Access to lower credit card fees and transaction rates
- 2 free team member accounts
Resources to Help You Get the Most Out of Estimates
What’s the Difference Between an Estimate, Quote, Bid and Proposal?
[eBook] Determine Your Rate & Earn Your Worth
How to Easily Build Great Estimates for Your Projects
Get a newsletter that helps you think differently about your business
Frequently Asked Questions
Can My Clients Access My Estimates Online?
Yes, clients can access your Estimates whenever it’s convenient for them. They can accept or ask you questions all from within FreshBooks.
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.
Learn more about how your clients interact with Estimates: https://support.freshbooks.com/hc/en-us/articles/115006136447-How-do-I-create-an-Estimate-#accept
If My Client Accepts an Estimate, How Do I Bill Them for the Work?
You can easily convert your Estimate into an Invoice and collect payment. Once the Estimate has been reviewed by your Client, you can 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 or save it as a draft.
Learn more about converting estimates to invoices here: https://support.freshbooks.com/hc/en-us/articles/115006136447-How-do-I-create-an-Estimate-#convert
Before Creating and Sending an Estimate Can I Customize It?
Yes, you can customize the style of your estimate as follows:
- Template – You can choose between Simple or Modern, for the option of having a logo in a corner, or a wide banner across the top of your Estimate.
- Theme Color – This will change the color of your headings (e.g., Description, Rate, Estimate Number). It will also change the banner color 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 the Estimate for your client.
Can I Create Estimates on My Mobile Phone?
Yes, you can use Estimates on your iOS and Android device. Creating Estimates from within the FreshBooks app is slightly different for iOS and Android devices. Click the links below for details.
Creating estimates on iOS: https://support.freshbooks.com/hc/en-us/articles/115008042227-How-do-I-create-Estimates-on-iOS-
Creating estimates on Android: https://support.freshbooks.com/hc/en-us/articles/115010176427-How-do-I-create-Estimates-on-Android-