Sales
Estimates that become invoices
Build an estimate from a proposal or from scratch. Approved estimates convert to invoices with one click — line items preserved.
The problem
Most teams maintain estimates in spreadsheets and re-type the totals into the invoice. Errors compound; reconciliation eats hours.
How it works
- Step 01
Start from a proposal or blank
Convert an approved proposal, or build a fresh estimate.
- Step 02
Send for approval
Client receives a hosted link with the line items + totals.
- Step 03
Convert to invoice
One click promotes the approved estimate.
What's included
Line-item totals
Quantity × unit price + tax + discount, computed server-side.
Estimate numbering
Org-scoped sequential numbers with a configurable prefix.
Hosted approval link
Client signs off without a BisHub account.
Convert to invoice
Promote to invoice in one click — items + totals carry over.
Multi-currency
Currency follows the organization's billing region (USD, EUR, GBP, etc.).
Status pipeline
Draft → sent → approved → invoiced.
Why teams choose this
- Eliminate double-entry between estimate and invoice.
- Approval is visible to the team in real time.
- Sequential numbering meets accounting requirements out of the box.
- Multi-currency support for international clients.
Use cases
Service call estimate
Quick estimate for a one-visit job with parts + labor.
Phased construction
Multi-line estimate that becomes a milestone-payment invoice schedule.
Bulk order estimate
Wholesale-style estimate with discount tiers per quantity.
Works well with
Frequently asked
Do estimate numbers have to be sequential?
Yes — they're generated server-side with an org-scoped sequence so accountants can audit the chain.
Can I edit an approved estimate?
Yes, but the system warns you and re-opens the status to 'sent' so the client can re-approve.
Does tax apply per line or per total?
Tax can be managed inside the estimate and invoice workflow so totals stay clear before approval.
Can I have multiple currencies in one org?
Currency follows the organization's billing and finance settings so estimates, invoices, and reports stay consistent.
What's the difference between estimate and proposal?
Proposal is the long-form sales pitch with sections + photos. Estimate is the binding line-item document. Many teams use both; the conversion keeps the line items and approval context intact.
Can the client decline?
Yes — the hosted approval link offers Approve / Decline. Decline records a reason.
Try Estimates that become invoices
Free for small teams. Activate it on your account in one click.