Guides › Sales › Estimates & Quotes

Estimates & Quotes

What it does

Estimates let you send professional quotes to potential customers. Recipients can view, approve, or decline estimates via a shareable link. Accepted estimates convert to invoices with one click.

Key actions

  • Create estimates with line items, taxes, and notes
  • Send estimates by email with a shareable approval link
  • Track approval status (pending, approved, declined)
  • Convert approved estimates directly into invoices
  • Duplicate estimates and export to PDF
  • Add comments and internal notes

Getting started

Go to Sales > Estimates and click "New Estimate". Fill in the customer details and line items, then send it. Your customer can approve or decline online.

Agent-First CLI

Agents and developers can perform these actions via the numbors CLI or MCP tools — no UI needed.

> numbors do "Create estimate for Acme, web design £2,500"
Create a draft estimate

Install: npm install -g numbors · Full API reference

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