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.
What it looks like
Screenshot
Estimate editor
Screenshot
Line-item totals
Screenshot
Convert to invoice
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 is per estimate today, with line-level tax planned.
Can I have multiple currencies in one org?
Currency is set at the organization level via the billing region. Multi-currency per estimate ships later.
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 system makes the conversion seamless.
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.