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Estimates Lay the Groundwork for Strong Client Relationships

BUSINESS OWNERS LOVE MAKING ESTIMATES IN FRESHBOOKS

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Save up to 4.7 hours every month creating and sending Estimates

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of users think FreshBooks Estimates make them look more professional

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Create and send Estimates 20% faster using FreshBooks

Beautiful Estimates That Make Clients Look Twice

Compile everything clients care about into one well organized and easy-to-read Estimate. Then send it right from FreshBooks with a personal message, so they know exactly what to expect.

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.

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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.

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JOIN OVER

24 Million

BUSINESS OWNERS WHO HAVE USED FRESHBOOKS

No credit card required. Cancel anytime.

What else?

More Ways Estimates Connect You to Clients

Build an Estimate

No credit card required. Cancel anytime.

Reuse an Estimate

Easily recycle an old Estimate to use for a new client

Easy to Track

Create unique Estimate numbers for easy tracking

Downloadable

Download Estimates as PDFs

Manage Your Budget

Use Estimates to help allocate budget

Multiple Languages

Send Estimates in a preferred currency and language

Mobile Estimates

Create and email Estimates from anywhere with the FreshBooks mobile app

Discounts

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


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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-

WHY BUSINESS OWNERS LOVE FRESHBOOKS

553 HRS

CAN BE SAVED EACH YEAR BY USING FRESHBOOKS

$ 7000

FRESHBOOKS CAN SAVE YOU OVER $7,000 A YEAR IN BILLABLE HOURS

160 +

BUSINESSES IN 160+ COUNTRIES USE FRESHBOOKS

No credit card required. Cancel anytime.