Estimates

An estimate is a priced quote your client accepts online. When they accept, they can sign your agreement and pay the first payment from the same link, and Thriveific creates the invoice. Find them under Estimates in the sidebar.

Create an estimate

Choose New estimate, fill in the form, then Save draft or Save and send.

Field	What it does
Title	What the job is. Required.
Client	Who it's for. Required.
Issue date	The date on the estimate.
Valid until	After this date your client can't accept it, and it shows as Expired.
Line items	Each with a Description, Qty and Rate ($).
Terms and notes	Shown on the estimate. `bold`, `_italic_` and `-` lists work.
Discount %, Tax %	Applied to the subtotal. The total updates as you type.

When accepted sets what your client does after accepting: sign an agreement, pay on a payment schedule, both, or nothing.

The estimate number (like EST-1001) is given when it's sent; until then it shows as Draft.

Send it

Choose Send to client from the estimate, or Save and send in the form, then Send estimate. Your client is emailed a private link. If they have no email on file, copy the link from Share the link and send it yourself.

Once sent, the price and terms are locked. To change them, revise it.

Track it

The tabs sort estimates by where they stand: All, Drafts, Waiting on client, Accepted and Closed.

Status	Meaning
Draft	Not sent yet.
Sent	Emailed or shared; not opened yet.
Viewed	Your client opened the link.
Accepted	Your client accepted it. Shows Paid once its invoice is paid in full.
Declined	Your client declined it, with an optional note.
Expired	Its Valid until date passed.
Replaced	A revision replaced it.

Open an estimate to see its payments, its agreement and who has signed, and an Activity log. The banner at the top says what's next, like Your countersignature is needed or Bill the balance when the work is done.

Revise an estimate

Choose Revise on a sent, viewed, declined or expired estimate. You get an editable copy with the same number, marked "revision 2"; when you send it, the old one shows as Replaced and its link stops working.

Replace the link

If a link went to the wrong person, choose Replace link (old one stops working). The estimate is unchanged; only the link is new.

Other actions

Copy client link: the private link, to send by text or chat.
Preview as client: see exactly what your client sees.
Open PDF: the estimate as a PDF.
Delete draft: drafts only. Sent estimates stay for your records.

Estimate defaults

Settings › Estimates sets what every new estimate starts with. Each estimate can change it.

Setting	What it does
Number prefix	The letters before the number, like EST.
Start numbering after	The next estimate gets the number after this one.
Valid for (days)	Sets Valid until on new estimates.
Timezone	Estimates expire at the end of their last day in this timezone.
Default agreement	A template to attach, or No agreement.
Default payment schedule	A preset, or Don't collect payment.
Require the agreement to be signed before payment	Your client signs before they can pay.

Choose Save estimate defaults.