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Estimates

Quotes that convert to invoices when accepted.

Last updated 2026-05-05

Estimates (also called quotes) capture an offered price before the customer commits. They share the same line-item editor and tax engine as invoices but live in their own lifecycle: Draft → Sent → Accepted/Declined → Converted. Acceptance can happen inside the customer portal (one-click accept with optional digital signature) or by manual status change inside the staff app. Once accepted, click Convert to invoice to create a draft invoice with the same line items in a single round trip.

Estimates honor the customer's currency and the tenant-default tax profile but every field can be overridden per-document.

Related endpoints

  • GET /api/tenant/estimates — list.
  • POST /api/tenant/estimates — create draft.
  • POST /api/tenant/estimates/:id/send — email + portal link.
  • POST /api/tenant/estimates/:id/accept — mark accepted (server- or portal-side).
  • POST /api/tenant/estimates/:id/convert — produce a draft invoice.

See the source at apps/web/src/app/(tenant)/estimates and apps/api/src/estimates.