Duplicate an invoice, estimate or project Copy an invoice, estimate, recurring schedule, expense or project into a fresh draft, and know what comes along. Estimates Invoices Productivity

Use a trade starter kit and estimate templates Pick your trade to load a price book, estimate templates, a request form and defaults, then save your own templates. Estimates Setup Starter Kits

Convert and undo from the command palette Type plain commands in the ⌘K palette to convert estimates, price from your price book, and undo a mistake in one click. Command Palette Estimates Productivity

Collect work requests with a request form Share a hosted form or embed it on your site so new clients can request work, with optional draft estimates. Estimates Leads Request Forms

Automatic estimate follow-ups and review requests Nudge clients who haven't decided on an estimate, and ask happy clients for a review after they pay, without lifting a finger. Estimates Follow-ups Reviews

Require an e-signature to approve an estimate Turn on signatures so clients type their name and sign before approving, with an audit trail saved on the estimate. Client Portal E-Signature Estimates

Offer good, better, best options on an estimate Mark lines as optional or group them into packages so clients choose their option, and see live totals, before they approve. Client Portal Estimates Options

Invoicing as a Freelance Editor Charge per word, per hour, or per pass, handle revision rounds, and bill tracked time cleanly. Billing tuned for editors. Editing Estimates Time Tracking

Invoicing as a Freelance Writer Bill by word, hour, or project, handle revisions and kill fees, and get paid by card. An invoicing setup tailored to freelance writers. Estimates Freelance Writing Invoices

How do I prove a client agreed to the work? Get approval in writing before you start. A timestamped, itemized acceptance is your best protection — here's how to capture it cleanly in the portal. Approvals Client Portal Estimates