Send your first estimate

1. Write the estimate

1. Open Estimates in the sidebar and choose New estimate.
2. Give it a Title, like "Spring campaign shoot".
3. Pick the Client. New client? Choose Add a client in the picker; they're saved to your clients and selected.
4. Under Line items, add what's included, with a Qty and Rate ($) for each. Choose Add item for more.
5. Add Terms and notes, a Discount % or Tax % if you need them.

2. Decide what happens when it's accepted

Under When accepted:

• Agreement to sign: pick a template if your client should sign a contract. See Agreements and signatures.
• Collect payment: turn it on to take payment, then pick a schedule like 50% now, 50% on completion. See Payment schedules.

The sentence at the bottom of the form sums up what will happen.

3. Send it

Choose Save and send, then Send estimate. Your client is emailed a private link with a Review estimate button. The price and terms are locked once it's sent.

Not ready? Save draft keeps it under Drafts until you are.

What your client sees

Your client opens the link and sees your logo, the line items, the payment schedule and your terms. They type their name and choose Accept estimate, then sign the agreement and pay, step by step, on the same page.

You're emailed when they accept or decline, and the estimate moves to Accepted. If you collect payment, the invoice is already made: find it under Invoices.

To see the page yourself, open the estimate and choose Preview as client.