Estimate Management

Estimate Management Overview

Estimates (also known as quotes or proposals) let you present pricing to customers before committing to an invoice. Use estimates to agree on scope, pricing, and terms — then convert accepted estimates directly into invoices with one click.

Estimate Lifecycle

Understanding how estimates flow through your business:

Draft → Sent → Accepted → Converted (to Invoice)
              ↓
           Declined

Any status can also be affected by:

→ Expired (if past validity date)

Status Meanings:

Status	Description	Next Actions
Draft	Created but not sent to customer	Edit, send, or delete
Sent	Shared with customer, awaiting response	Follow up, mark accepted or declined
Accepted	Customer agreed to the estimate	Convert to invoice
Declined	Customer rejected the estimate	Revise and resend, or archive
Expired	Past the valid-until date without response	Create new estimate or extend
Converted	Successfully converted into an invoice	View linked invoice

Learn more about Estimate Statuses.

Key Features

Explore powerful estimate management features:

Creating Estimates

Step-by-step guide to building professional estimates

Estimate Details

View and manage all information about a specific estimate

Estimate Statuses

Track your estimates through their lifecycle

Sharing Estimates

Send estimates via email or secure share links

Estimate List

Search, sort, and filter your estimates efficiently

Converting to Invoice

Turn accepted estimates into invoices with one click

Estimate Settings

Configure estimate numbers, defaults, and preferences

Estimate List and Filtering

Access and manage all your estimates with powerful search, sorting, and filtering capabilities. Find exactly what you need with status filters, date ranges, and text search.

Learn more about Estimate List and Filtering →

Converting Estimates to Invoices

One of PineBill's most powerful features — convert an accepted estimate directly into an invoice. All items, pricing, customer details, and terms are carried over automatically.

Learn more about Converting to Invoice →