We are happy to announce the addition of estimates to all paid Blinksale accounts, starting… right now! It has been a much-requested feature, and we hope you find it a complementary addition to your toolkit.
In a nutshell, an Estimate is a document that you can share with your clients to negotiate prices, gather comments & feedback and get approval (or push-back)before you begin working. And, because an estimate’s purpose is to become an invoice, it looks a lot like one:
When creating an estimate you enter a “Title” (instead of entering an Invoice ID). After that, it’s just a matter of adding line items and notes — just like an invoice.
Then, when you’re ready, send the estimate to your client via email. Just like an invoice, your client gets a link to their own view of the estimate that they can bookmark and interact with, and which syncs with your copy:
You can check out your client’s view of the estimate by clicking the “View Estimate as Client” action in your estimate page’s sidebar. You’ll see that the primary action on the client’s view of the estimate is “Approve,” as that’s the goal of an estimate: to get approved. There is also a “Decline” option, as well a place for your client to enter comments or feedback.
Once your estimate is approved, you can hit the “Convert to Invoice” action. This allows you to close out your estimate and transition it to an invoice, with all of its approved contents intact. All you need to do is give it a proper Invoice ID and you’re done.
So, that’s it! Now go estimate something big! As always, we welcome your feedback and suggestions, here in the comments or by email. Thank you for using Blinksale!