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Estimates & quotes

Quote in 60 seconds, invoice with one click.

Draft a quote with line items, VAT and an expiry date. The moment your client accepts, convert it to an invoice with nothing retyped.

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accounts-os.com/estimates
EstimatesLive
Client accepted the Acme quote
FConverted to invoice INV-0231. Same line items, VAT and client, nothing retyped.
FFinn converted it in one click, no retyping.
Live

In short

AccountsOS Estimates supports quote creation with line items, VAT and configurable expiry (default 30 days). Status tracking from draft through accepted to converted, plus one-click conversion to a fully-formed invoice with no re-typing.

60s
Quote to send
1-click
Convert to invoice
6
Status states

Everything it does

Creation

  • Line items, VAT, currency, terms
  • Configurable expiry (default 30 days)
  • Brand-styled PDF output
  • Email send via Resend
  • Edit / delete drafts

Lifecycle

  • Status: draft → sent → accepted → declined → expired → converted
  • Auto-expire on date
  • Re-issue an expired quote
  • Audit trail through to converted invoice

Conversion

  • One-click convert accepted estimate to invoice
  • Line items, VAT, currency, client carry across
  • Estimate retained in audit trail
  • No data re-typing

Capabilities at a glance

Estimate creation with line items, VAT, currency

Configurable expiry (default 30 days)

Branded PDF output

Email send

6 lifecycle states

Auto-expire on date

One-click convert to invoice

Linked invoice retains estimate reference

How It Works

1

Draft a quote

Same form as an invoice. Line items, VAT, currency, terms, expiry date.

2

Send

Branded PDF emailed to the client.

3

Client accepts

You mark accepted (or click an accept link in their email: coming soon).

4

Convert in one click

Estimate → Invoice. All data carries across. Audit trail captures both.

By the numbers

30 days
Default expiry
Configurable per estimate
PDF
Branded
Same engine as invoices
Audit
Trail
Estimate stays linked to invoice

Real-world Use Cases

Project quote

Quote a £40k project. Client says yes. One click: invoice issued, no re-typing.

Service estimate with options

Quote three tiers (good / better / best) and let the client pick.

Sales pipeline tracking

Outstanding quotes give you forward visibility on revenue.

Why founders pick this over the spreadsheet

Quote to invoice without re-typing

Audit trail through every stage

Same brand and quality as invoices

Frequently Asked Questions

Can I customise the expiry?

Yes. Default is 30 days, but you can set any date per estimate. Auto-expires on the date if not actioned.

Do estimates carry VAT?

Yes. Exactly like invoices. When converted, the VAT carries through.

Can a client accept by clicking a link?

Email accept-link is on the immediate roadmap. Today you mark accepted manually.

What happens to an estimate after conversion?

It's marked converted and stays in the audit trail with a link to the resulting invoice.

Multi-currency?

Yes. Same 12+ currencies as invoices.

Explore more of AccountsOS

Invoicing

Issue, send, track and get paid, without lifting a finger after the first invoice.

Contacts (Lightweight CRM)

Every supplier, customer, contractor, in one searchable list, linked to every transaction.

Projects & Pipeline

Track work from pitch to paid.

Recurring Invoices

Subscriptions, retainers, monthly billings: set once, forget forever.

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