Send estimates clients can approve online
With Enflow OS you send a branded estimate from the deal, the client reviews it on a web page, picks a package or add-ons, approves it and pays a deposit. The approved estimate converts to an invoice in one click, so nothing is retyped.
Free on every plan (Estimates & Invoices module).
How it works
- Quote from your catalog. Add items from your products and services list, or type them in, with quantities, units and tax.
- Offer choices. Group options into packages the client picks one of, and add optional extras they can tick.
- Approve, pay, invoice. The client approves online, pays the deposit if you set one, and you convert the estimate to an invoice when it's time.
What's included
Packages and add-ons
Good/Better/Best packages and optional add-ons, with the total updating as the client chooses.
Expiry dates
Set a valid-until date. Clients can approve through the end of that day and not after.
Request changes
Clients can ask for changes from the estimate page instead of replying to an email thread.
One-click invoice
Convert an approved estimate to an invoice, or let it create the deposit and balance invoices automatically.
Same designs as invoices
8 designs, your logo and colors, photos on line items and a matching PDF.
Moves the deal forward
Approval can move the deal to your won stage and start a workflow, like booking the job or sending a welcome email.
Examples by industry
Construction & remodeling
Itemized quotes with photos of materials, and a milestone schedule for the balance.
Home services & trades
Repair options as Good/Better/Best packages so the homeowner picks the level of work.
Event & rental companies
A base package with add-ons like lighting, a photo booth or extra staff the client can tick.
FAQ
What's the difference between an estimate and a proposal?
An estimate is the pricing. A proposal wraps the estimate in a cover page and written content, and is signed with an e-signature. Both live on the same record in Enflow OS.
Can clients choose between options?
Yes. Group items into packages where the client picks one, and add optional extras they can select before approving.
Can an estimate become an invoice?
Yes, in one click. You can also have approval create the deposit invoice and the balance invoice automatically.
Do estimates expire?
If you set a valid-until date, the estimate can be approved through the end of that day and not after.