# How to send an estimate or quote in Stacks — Stacks Features > Build a professional estimate or quote in Stacks, share a link your client can accept or decline, then convert it to an invoice in one click. Free, step-by-step guide. Markdown version of https://stackscrm.com/features/send-estimate-quote — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Features](https://stackscrm.com/features) › [Invoicing](https://stackscrm.com/features#invoicing) › **Send an estimate or quote** # How to send an estimate or quote Invoicing · about 3 min · updated Aug 2026 An estimate (or quote) lets you price a job, get your client's yes, and turn it straight into an invoice — without retyping a thing. In Stacks you build the estimate, share a link your client can accept or decline online, and convert the accepted ones to invoices in a single click. Here's the whole flow. ## Before you start - The **Invoicing** tool needs to be turned on for your workspace. It's one of the tools included free with every Stacks account. - You'll need at least one **contact** saved — every estimate is tied to a contact. If yours aren't in yet, [import your contacts](https://stackscrm.com/features/import-contacts) or add one first. - You'll need permission to create estimates — **admins, managers and team members** have it. View-only users can read estimates but can't create or send them. ## Step by step 1. **Open a new estimate.** In the left menu go to **Invoicing**, open **Estimates**, and click **+ New Estimate**. 2. **Choose the customer.** Pick the **Contact** the estimate is for (it's required). Not in your list yet? Add or import them first, then come back. 3. **Set the dates and currency.** The **Issued date** defaults to today and **Valid until** to 30 days out — change either if you like. Choose a **currency** (USD, EUR, GBP or CAD). 4. **Add your line items.** For each row, type a **description**, **quantity** and **rate** — the amount and the running totals update live as you type. Use **+ Add Line Item** for more rows, or pull a saved item straight from your product **catalog**. Add a **tax rate (%)**, a flat **discount**, and any **notes** (scope, terms, a thank-you) at the bottom. 5. **Save it.** Click **Save & Send** to mark the estimate as **Sent**, or **Save as Draft** to keep working on it later. Stacks assigns the estimate number for you (EST-0001, EST-0002, and so on). 6. **Share the link with your client.** On the estimate page, copy the **public link** and send it to your client your way — email, text, or chat. They open it, review the quote, and click **Accept** or **Decline**. The status moves to **Viewed** when they open it, then **Accepted** or **Declined** on its own. 7. **Convert to an invoice.** When it's accepted, click **Convert to Invoice**. Stacks copies the contact, line items and totals into a new **draft invoice** (dated today, due in 30 days) and marks the estimate **Converted**. 💡 **It's free — and you decide how it's sent.** Estimates are part of the Invoicing tool, included free on every account. One thing to know: Stacks marks the estimate as **Sent** and hands you a shareable link — it doesn't email your client for you, so you send that link however you prefer. **AI Pro** ($99/mo) adds AI and priority support; it doesn't unlock any estimate features — everything above works on the free plan. ## Good to know - **The status tells the story.** An estimate moves through *Draft → Sent → Viewed → Accepted* (or *Declined*) *→ Converted*. Viewed and the accept/decline states update automatically from the client's link. - **Only drafts can be edited.** Once an estimate is marked Sent, its details lock so the copy your client is looking at stays consistent. Make your changes while it's still a draft. - **Save the client a click.** The public page shows your business name, the line items, totals and notes, with big **Accept** / **Decline** buttons — no login required. - **Converting is one-way and safe.** After you convert, the estimate is marked Converted and links to its invoice; converted estimates can't be deleted, so your record stays intact. - **Multi-currency built in.** Each estimate carries its own currency (USD, EUR, GBP or CAD), and that carries over when you convert it to an invoice. ## Frequently asked Does Stacks email the estimate to my client for me? No — Stacks marks it as Sent and gives you a public link. You share that link with your client however you like (email, text, chat). The moment they open it, the status updates to Viewed automatically. Can I edit an estimate after I've sent it? Only drafts can be edited. Once an estimate is marked Sent, the details lock so what your client sees can't change underneath them. Make edits while it's still a draft, or start a fresh estimate. What happens when a client accepts? The status flips to Accepted on its own. From the estimate page you can then click **Convert to Invoice** to copy the contact, line items and totals into a new draft invoice — ready to send. Was this helpful? ## Related articles [Import your contacts →](https://stackscrm.com/features/import-contacts) [Create an invoice →](https://stackscrm.com/features/create-and-send-invoice) [Convert an estimate to an invoice →](https://stackscrm.com/features/create-and-send-invoice) [Add a contact manually →](https://stackscrm.com/features/add-contact) ### Ready to send your first quote? Core business tools, unlimited users, free forever. 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