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Create an estimate the same way you’d create an invoice. Share it with the customer, and when they confirm, convert it into an invoice with one tap — no need to re-enter items.

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See it on your device

Screenshot coming soon — Android phone view.

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Try it: Sharma Kirana Store

1

Meena asks for a price on a bulk order

Meena Devi wants to know the cost of a large festival order — several cases of Parle-G Biscuits, Tata Salt, and Amul Milk — before committing. Rajesh Sharma creates an estimate instead of an invoice.
2

Build the estimate like a normal bill

He adds the items and quantities the same way he would for billing, and shares the estimate with Meena so she can review the total.
3

Revise if needed

Meena asks to drop the milk quantity, so Rajesh edits the estimate and shares the updated version with her.
4

Convert to an invoice

Once Meena agrees to the revised price, Rajesh converts the estimate into a real invoice with one tap — the items carry over without needing to be re-entered.