How do I Manage my Estimates?

Estimates in Billed give you a central place to quote project costs, share pricing with clients, and convert approved quotes into invoices. Once you have created an estimate, you can manage it from a single screen using the options below.

Available actions

Open any estimate and click the "More Actions" button in the top-right corner. You will see the following options:

• Send By Email — Send the estimate directly to your client's inbox. You can customize the email message before sending.
• Share Via Link — Copy a shareable link to the estimate. Useful when you prefer to send estimates through messaging apps, Slack, or any channel outside email.
• Mark As Sent — Manually update the estimate's status to "Sent" without actually emailing it. Helpful when you delivered the quote in person or through another tool.
• Convert to Invoice — Turn an approved estimate into an invoice with one click. All line items, quantities, and pricing carry over so you do not need to re-enter anything.
• Duplicate — Create an exact copy of the estimate. Use this when you need a similar quote for another client or want to create a revised version while keeping the original intact.
• Preview — See exactly how the estimate will appear to your client, including your logo, line items, totals, and terms.
• Print — Open a print-friendly version of the estimate.
• Download PDF — Save the estimate as a PDF file for offline sharing or record-keeping.
• Delete — Permanently remove the estimate from your account.

Edit an estimate

Click the "Edit" button next to the "More Actions" button. You can change any field — client details, line items, amounts, taxes, notes, or terms — then click Save to keep your changes.

Tips for keeping estimates organized

• Use descriptive titles — Include the client name and project scope in the estimate title so you can find it quickly later.
• Set expiry dates — Adding an expiry date encourages clients to respond promptly and keeps your pipeline current.
• Convert promptly — When a client approves an estimate, convert it to an invoice right away so billing stays aligned with the original quote.
• Archive old estimates — Regularly review your estimates list and delete or archive quotes that are no longer active to keep your dashboard clean.