Built for the messy reality of selling
Three things the Estimates module handles, so your team spends its time on the work rather than the admin around it.
Your templates, your terms
Branded layouts with the terms, tax treatment and validity you actually use.
Priced from the catalogue
Line items pull products, rates and tax codes so numbers are not re-keyed.
Accepted means action
An accepted estimate can open a project, raise an invoice, or both.
Estimates is not a standalone tool
It shares a database with every other module, so a record carries its history forward instead of being re-typed at each stage.
Common questions about Estimates
Can clients accept an estimate online?
Yes. Send a link, and acceptance is recorded with a timestamp against the record. You can require a signature if your process needs one.
Can we send revised versions?
Revisions are versioned on the same estimate, so you can see what changed between v1 and v3 and which version was accepted.
Is Estimates included in every plan?
Every Qubi 360 plan carries all 43 modules. Your admin decides which are switched on for the company, and separately what employees and clients can reach.