Financial Operations

Win jobs with
polished estimates

First impressions matter. Send branded, professional estimates that clients trust — with line items, tax calculations, discounts, and your company logo baked in. Close faster.

EternalEngine — Estimate #EST-2026-0124
AE
Acme Engineering
billing@acmeeng.com
DRAFT
DescriptionQtyAmount
Design Phase40h$3,400
Development80h$8,800
QA Testing20h$1,500
Subtotal$13,700
Discount (5%)-$685
Tax (8%)$1,041
Total$14,056

Estimates with their pipeline value and conversion rate

Numbered estimates, client codes, pipeline value and conversion rate in one table.

Quote faster and watch every estimate move to won.

Everything a winning estimate needs

Build comprehensive estimates in minutes, not hours. Every detail covered.

Line Items

Detailed line items with quantity, rate, and description. Group by phase or deliverable. Add unlimited rows.

Tax & Discounts

Configurable tax rates per line or total. Apply percentage or fixed discounts. Auto-calculates everything.

Company Branding

Upload your logo, set brand colors, add address and payment terms. Every estimate looks like it came from a pro.

Instant PDF

One-click PDF generation via Gotenberg. Send via email or shareable link. Clients can approve with digital signature.

The estimate editor built for speed

From blank canvas to sent estimate in under 3 minutes. Add items, set rates, preview, send.

EternalEngine — New Estimate
Preview PDFSend Estimate

Estimate Details

TechStart Industries
EST-2026-0124
Mar 15, 2026
8.25%
AE
Acme Engineering
Logo applied ✓

Line Items

Add Item
DescriptionQtyRateAmount
UX/UI Design — Homepage40$85.00$3,400.00
Frontend Development80$95.00$7,600.00
Backend API Integration40$110.00$4,400.00
QA & Testing20$75.00$1,500.00
Subtotal$16,900.00
Discount (5%)−$845.00
Tax (8.25%)$1,327.54
Total$17,382.54

Why better estimates mean more revenue

3x
Faster Quotes

Build and send estimates in under 3 minutes. Templates mean you never start from scratch again.

40%
Higher Conversion

Professional, branded estimates close at significantly higher rates than plain-text emails.

100%
Accurate Calculations

No more spreadsheet math errors. Tax, discounts, and totals calculated automatically, every time.

Are there templates?

Yes. BidForge ships with starter templates for a service call, project proposal, hourly and materials, and retainer, and you can save your own.

Can the customer accept online?

Yes. The customer opens the estimate from the email and accepts it, which can move the deal to won and convert the estimate to an invoice.

Which plans include estimates?

Every plan can send estimates; Free includes 5 a month. BidForge templates, takeoffs and estimate analytics are on Pro and Business.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

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