Overview
Estimates are a great way to send quotes to your clients for projects or jobs. This feature helps you set clear expectations before invoicing and lets you convert an estimate into an invoice seamlessly.
Things to Note
Unlike Invoices, Estimates do not create transactions.
Payments cannot be made on Estimates.
The Notes section in Estimates supports up to 2,000 characters.
Create an Estimate
Quicken Business & Personal allows you to easily create, save, and send estimates.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Tap the plus (+) button in the upper right.
Tap Create estimate.
Select your Business.
Use the Client & Project drop-down and select the client and project for which you’re creating this estimate.
Note: Quicken Simplifi automatically sets the issue date to today and assigns an estimate number, but you can change either one at any time.
Continue reading the next section to complete the estimate.
Add Items and Save an Estimate
Once you have chosen the business, client, project, issue date, due date, and estimate number, you can now start adding items like products and services.
Tap the blue + Add items button.
Use the search bar to look for the product or service.
Make a checkmark next to the item (s) you’d like to add to the estimate.
Tap the blue Add to estimate button.
Apply taxes by tapping the Tax % field (only one tax rate applies per estimate).
Use the Notes and Instructions field if applicable.
Tap Save at the bottom.
To remove items from an Estimate:
Locate the item you want to delete and tap it.
Tap Remove from estimate at the bottom.
Send an Estimate Via Email
After you create and save the estimate, you can email it to multiple people. Just separate each email address with a comma.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Tap the Drafts tab at the top.
Locate the estimate you want to send and tap it.
Select Send via email.
Enter or confirm the details.
Email Address (to email it to multiple people, separate each email address with a comma).
Subject.
Email Message.
Tap Send when done.
If you are sending the estimate another way, select Mark as Sent (No Email).
To resend estimates:
Estimates marked as Sent will be grouped under Paid or Unpaid. To resend them, follow these instructions:
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Select the correct group tab (Paid/Unpaid).
Locate the estimate you want to resend and tap it.
Select View estimate.
Tap the blue Send to… button at the bottom.
Enter or confirm the details.
Tap Send when done.
Estimate Statuses
When you send your client an Estimate, they can view it and accept or decline it. Once accepted or declined, Quicken Business & Personal will be updated to reflect this. You can also manually change the status of your Estimate by following the steps below.
Tap the Menu (three-line icon).
Tap Sales & Billing, then select Estimates.
Locate the Estimate you wish to update the status for and tap on it.
Select the new status.
Next Steps
After creating and sending an estimate, you can continue to manage it throughout its lifecycle. Quicken Business & Personal allows you to:
Edit estimate details.
Update due dates.
Duplicate estimates for recurring work.
Delete estimates when needed.
Generate invoices from an existing estimate.
To learn more, see Managing Existing Estimates in the Quicken Business & Personal Mobile App.
If you're looking for steps specific to the web app, please see our article Create and Send Estimates in Quicken Business and Personal.
If you have any questions or need help creating estimates in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.