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Estimates, proposals & contracts

Quote it, sign it, bill it.

Estimate and quote software for small businesses that price the job before they do it. Send an estimate, win the work with a proposal, get the contract e-signed, then turn the accepted quote into an invoice without retyping a thing.

Start free

Free plan, no card needed. Or book a demo.

Estimates

Price the work before it becomes an invoice.

Click New estimate, pick an existing client or a one-off recipient, and list what you're pricing. Add tax, a discount and your terms, like "Valid for 30 days. 50% deposit to begin." Save it as a draft, then Send estimate.

  • Line items, tax and discount roll into a total automatically
  • Any currency, with notes and terms
  • Track Total estimates, Waiting on customer and Pipeline value
Quote to invoice

Convert without retyping.

Your customer replies to the estimate email to accept, decline or ask for changes. Click Mark accepted, then Convert to invoice: the new invoice opens with the same line items, ready to send with a Pay button.

  • Mark accepted or Mark declined to record the decision
  • Convert to invoice keeps every line item
  • A timeline: created, sent, accepted, converted
Proposals

Proposals connected to delivery.

Create a proposal from the Project Proposal template or start blank, write it in the full document editor, add your pricing and send it to be signed. Once it's signed, carry on into the contract and the invoice.

  • Start from a template or blank, or reuse your own saved template
  • Edit wording in the full document editor
  • Download a copy at any time
Contracts

Contracts, signed without printing anything.

Pick a contract template, edit the wording, add a name and email for each signer, and click Send for signature. Signers sign on their own signing page, and the status moves to Signed when everyone has signed.

  • Freelance, Photography, Brand Design, Website Development and Event Planning templates
  • Several signers per contract, with x/y signed at a glance
  • Drafts, Awaiting signature and Signed, all in one list
What comes next

From first quote to money in the bank.

Every document stays on the same customer, so nothing is typed twice.

A customer asks for a price
  1. Send estimate

    By email, with your terms.

    Estimate
  2. Mark accepted

    When they reply yes.

    Accepted
  3. Send for signature

    The contract, signed online.

    E-sign
  4. Convert to invoice

    Paid by Paystack or Stripe.

    Invoice
Paid for the job
Works with everything

Money talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

CRMEstimates start from your existing contacts
MoneyAccepted estimates become invoices in one click
WorkProposals and contracts live in Documents
MoneyOne record per client
SitesQuote the people who fill in your forms
InboxTalk the quote through on WhatsApp, then send it
Chip AIAsk Chip whether to quote, invoice or send a link
Chip AI

Ask Chip. It already knows your money.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include estimates, proposals and contracts?

Estimates, proposals and contracts with e-signature are on every plan, including Free.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about estimates, proposals and contracts

How does my customer accept an estimate?
They reply to the estimate email to accept, decline or ask for changes. You click Mark accepted, then Convert to invoice. There's no accept button on a web page yet.
Can I convert a quote to an invoice automatically?
In one click. Convert to invoice creates the invoice with the same line items, so there's nothing to retype.
Do you have a freelance contract template with e-signature?
Yes. There are Freelance, Photography, Brand Design, Website Development and Event Planning contract templates, and your own saved templates show up too. Signers sign online.
Are the contract templates legal advice?
No. They're a starting point. Have a lawyer review anything before you rely on it.
Can I send a quotation to a client online in Nigeria?
Yes. Price it in naira (or any currency), add VAT if you charge it, and Send estimate emails it to your client.

Send your next quote in minutes.

Estimates, proposals and e-signed contracts that turn into invoices. Free to start.

Start free
Or book a demo and we'll set it up with you.