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Estimates

Build itemized and proposal estimates clients approve online.

In this section

Estimates Overview

The two estimate types and how they work.

Estimates overview

Itemized Estimates

Build line-item estimates and send for online approval.

Itemized estimates

Proposal Estimates

Build long-form proposal estimates with scope and pricing.

Proposal estimates

Estimate Terms Templates

Create reusable estimate terms and set a default.

Estimate terms templates

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