How to Create a Quote or Estimate for a Client

Why send an estimate before an invoice

An estimate sets expectations on price and scope before work begins, which reduces payment disputes later. For new clients especially, a clear estimate is often what turns a conversation into a signed job.

Step-by-step: creating an estimate in Invoiso

1. Tap New Invoice, then switch the document type to Estimate.
2. Add or select the client the same way you would for an invoice.
3. Add line items for the scope of work, with quantities and rates.
4. Send the estimate as a PDF for the client to review and approve.
5. Convert to an invoice. Once approved, turn the estimate into an invoice in one tap — no retyping line items.

What carries over automatically

When you convert an estimate into an invoice, the client details, line items, and pricing all carry over exactly as approved. You're not rebuilding the document — you're just confirming it's now billable.

Good for scope changes too

If a client asks for changes mid-project, you can send a revised estimate reflecting the new scope before converting it, keeping a clear paper trail of what was agreed at each stage.