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FreshBooks

Estimating Software

Accounting & Financial | Accounting Software

Product Overview

  • Set Clear Expectations with Estimates and Proposals
  • Take the guesswork out of planning. It takes just a few clicks for you and your client to get on the same page, start a project and even streamline your billing. From kickoff to billing, FreshBooks supports your business every step of the way.

Specifications

  • Get Your Invoices Out the Door Faster
  • With FreshBooks, you can transform your custom estimates into ready-to-pay invoices in a flash. You’ll save time billing and pocket your money sooner.


  • Easily Create Proposals That Win New Projects
  • Showcase your unique value with customizable Proposals. Without leaving FreshBooks, you can clearly outline a project’s scope, timeline and deliverables. Clients can’t help but be impressed and you’ll save time switching between other apps or emails.

  • Kickoff Projects without Confusion
  • Stop wasting time wondering when work can begin. Instead, use Estimates and your client can approve a project with one click. You’ll be off to the races with confidence.

  • A Few More Ways FreshBooks Makes Estimation Easy
  • Track estimate status from viewed to accepted
  • Turn an estimate into an invoice
  • Ability for your clients to accept an estimate online
  • View and respond to client feedback about an estimate
  • Preview estimates and quotes before sending
  • Easily add a discount
  • Send estimates in your preferred currency
  • Create and email an estimate from anywhere with the FreshBooks mobile app
  • Easy to customize so you can look professional and showcase your brand

Product Reference

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