CRM · guide
Estimates and invoices
Send quotes, collect signatures, invoice, and get paid.
Estimates and invoices
Same document engine, different lifecycle.
Line items
Each row has:
- Description (rich text)
- Quantity
- Unit price
- Discount (% or fixed)
- Tax rate
- Total (calculated)
Reorder with drag handles. Group into sections (e.g. Materials, Labor).
Estimates
Statuses: Draft → Sent → Viewed → Accepted / Declined → Converted.
- Send by email — the recipient views in a hosted portal.
- Optional e-signature (canvas draw).
- Accepted estimates convert to an invoice with one click.
Invoices
Statuses: Draft → Sent → Viewed → Partially paid → Paid → Overdue → Void.
- Payment terms: Due on receipt, Net 7, Net 15, Net 30, custom.
- Stripe checkout link included in the invoice email.
- Auto-reminders configurable per invoice or globally.
- Partial payments supported.
PDF and email
Every doc renders as a branded PDF (your logo, colors, footer). Emails use your Sending Domain (Settings → Email).
Templates
Save any estimate or invoice as a template. Line-item bundles let you build a full quote in seconds.