Sending professional estimates inside QuoteIQ is fast, accurate, and fully customizable. In this guide, we’ll walk you through selecting a customer, adding services, applying discounts and terms, and sending your estimate via link, text, or email.
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Two Types of Estimates:
Quick Estimates
Quick Estimates
Don’t require customer info, are faster to send, and offer a simplified preview screen. They are best for speed and flexibility.
Standard Estimates
Standard Estimates
A full estimate that includes customer details, optional estimate types (standard, options, or package), and is best used for sending professional quotes with more detail and follow-up options.
This article covers how to create a Standard Estimate. If you’re looking to create a Quick Estimate instead, click here to learn more.
Both allow you to send pricing to customers, but they’re designed for different situations and workflows.
Step 1: Open the Estimates Tab
From the home screen, click the Estimates tab in the top navigation bar.
Step 2: Create a New Estimate
Click the + Create Estimate button located in the top right corner.
Then choose the Estimate Type:
This article covers how to create a Standard Estimate. If you’re looking to create a Quick Estimate instead, click here to learn more.
Step 3: Select a Customer and Estimate Type
Use the Search Bar or List to find and select the customer you want to send an estimate to.
Choose the Estimate Type:
Standard Estimate
Standard Estimate
A straightforward estimate with a single total price for the service(s) selected.
(Preview of Standard Estimate above)
Options Estimate
Options Estimate
Provides customers with multiple service options to choose from within a single estimate. Ideal for offering different service levels or upselling opportunities.
(Preview of Options Estimate above)
Package Estimate
Package Estimate
Allows you to create and present bundled service packages with preselected services and set pricing. Perfect for marketing seasonal packages, bundled discounts, or all-inclusive service offerings.
(Preview of Package Estimate above)
Each Type changes how the estimate is built and presented to the customer.
Then, click Next to proceed.
Step 4: Add Services and Calculate Pricing
Choose the service(s) from your Service List
Use the calculator to adjust pricing based on
Square footage
Linear footage
Quantity
Or other pricing types you've set under your Service Default Pricing
If preferred, enter a flat rate manually instead of using automatic calculations
Need to add a new service? Click + Add Custom Service
Need to measure a property's exact size? Use MapMeasure Pro
Step 5: Apply Discounts, Deposits, Taxes and Terms
Once your services are added and the estimate total is calculated, you'll move to the Edit screen.
Here, you can customize the financial details of the estimate:
Apply Discounts:
Enter a discount amount (flat rate or percentage) to offer savings on the estimate total
Set Deposits:
Specify the deposit amount required to secure the job.
Add Taxes:
If applicable, apply tax percentage based on your local requirements.
Require a Signature:
Toggle ON if you want the customer to digitally sign the estimate before approval.
Step 6: Add Terms & Conditions, Client Message, Photo, and Footer
Enter Terms and Conditions
Add your payment terms, service conditions or any legal disclaimers before approval.
Client Message:
Add a personal note or important information the customer should see when reviewing the estimate.
(Example: "Thank you for considering us! Let us know if you have any questions.")
Photo:
Upload a photo related to the job site or service.
This helps personalize the estimate and build trust with customers.
Footer Title and Description
Use the footer section to add final reminders, disclaimers, or any additional business information.
Section for adding terms and conditions, client messages, job-related photos, and footer information to personalize the estimate.
Click Proceed to open the full Estimate Preview.
Step 7: Preview Your Estimate
Before sending your estimate, you can review how it will appear to your customer.
You'll see exactly how the services, pricing, terms, and customization display.
Step 8: View the Estimate as a PDF (Optional)
If you prefer to view the estimate as a PDF:
Click the PDF button at the bottom of the Estimate Preview Screen.
This will generate a PDF version of the estimate, which you can download or print if needed.
Step 9: Send Your Estimate
When you're ready to send the estimate to your customer:
Click the Share button
Choose your preferred sending method
Send Link (copyable link to send through any platform)
Send Text (direct text message to the customer)
Send Email (automatically emails the estimate)
Step 10: Save and Exit
After sending your estimate:
Click Save & Exit to save the estimate and return to your Dashboard
Your estimate will now appear under the Estimate tab where you can monitor its status (Sent, Viewed, Approved, or Declined)
Editing an Estimate
You can edit any estimate in QuoteIQ, whether it’s been sent, declined, or is still open.
To edit an estimate:
Go to the Estimates tab.
Find the estimate you’d like to edit.
Click the three-dot icon (⋮) to the right of the estimate.
Select Edit Estimate.
Make any necessary changes, then Save or Send again if you'd like to notify the customer
This will open the original estimate in editing mode, where you can change services, pricing, notes, or any other detail.
Need to update a declined estimate?
If an estimate was previously declined, editing it will automatically mark it as Open again. This allows you to resend it to the customer without needing to start from scratch.
Can I edit an estimate after it’s been accepted?
You can edit Accepted estimates. However, we recommend confirming changes with your customer if you’re modifying pricing or services after acceptance.
Will the customer be notified when I edit an estimate?
Edits made to an estimate are not automatically resent to the customer. If you want them to review the updated version, you’ll need to Send it again after making your changes.