Send clear estimates before you commit a price
Give clients an approximate cost while you scope the work, in any currency. When they approve, convert the estimate into a quote or invoice in one click.
- Free forever
- Approve online
- Convert to quote or invoice
Free forever · No credit card required · Add modules anytime
Branded estimates
Add your logo, scope notes and validity. Estimates look polished and clear.
Client approval
Clients approve online, so you know exactly when to firm up the price.
Convert in one click
Turn an approved estimate into a quotation, sales order or invoice instantly.
Any currency
Estimate in USD, EUR, INR, AED, SAR, OMR and more, with the right tax and decimals.
Send anywhere
Share by WhatsApp or email with a link the client can open and respond to.
Discounts and tax
Apply discounts and any tax rate, calculated automatically on the net amount.
What is an estimate
What is an estimate?
An estimate is an approximate, non-binding figure you give a customer for work that is not yet fully scoped. It signals likely cost so the client can decide whether to proceed, without locking you into a fixed price. Once the scope is confirmed, an estimate usually becomes a firm quotation or an invoice.
How it works
Estimate, approve, invoice
Paper & Pen connects the estimate to the rest of your sales flow so an approval moves straight into billing.
- Build an estimate from saved items or from scratch
- Note the scope, assumptions and a validity date
- Send by WhatsApp or email for online approval
- Track status: draft, sent, approved, declined
- Convert an approved estimate to a quote, sales order or invoice in one click
Estimate vs quotation
When to send which?
Send an estimate when the work is not fully defined and the price may move, for example a renovation, a custom build or a service with variable hours. Send a quotation when you can commit to a firm price for a set period. Paper & Pen supports both and lets you graduate one into the other.
Questions
Everything you need to know
Is the estimate maker free?
What is the difference between an estimate and a quotation?
Can a client approve an estimate online?
Can I turn an estimate into an invoice?
Can I add assumptions or notes?
Send a clear estimate today
Create a free Paper & Pen workspace and send a professional estimate your client can approve in one tap.
Free forever · No credit card required · Add modules anytime