Customers and profiles
Reuse accurate business and customer details across documents.
Professional proposals without document chaos
Create clear estimates and quotes your customers can trust.
Build branded customer documents with line items, taxes, discounts, terms, PDFs, secure public links, and a clean path to invoicing.
30 days of Premium includedNo card requiredFree plan afterward
Built forAgencies, consultants, trades, and service businesses
Your work, at a glance
Keep every proposal and decision in view
See estimates and quotes together with their value and status. Find the proposal you sent and spot the work your client has accepted.
Respond faster, look prepared, and carry approved commercial detail into the next step.
Respond while the opportunity is warm with clear scope and professional pricing.
Line items and adjustments
Model services, quantities, discounts, and taxes with transparent totals.
Terms and notes
Keep validity, scope, assumptions, and commercial terms with the quote.
PDF generation
Generate a consistent portable document from the same structured record.
Easy client sharing
Send a secure quote link your customer can open without a ToolsPad account.
Convert to invoice
Carry accepted details forward without retyping the commercial record.
Make it yours:Professional services quoteProject estimateRetainer proposal
Make it work your way
Make the price as clear as the promise
Build line items, apply discounts and taxes, and add terms and client notes in one editor. Review the total as the proposal takes shape.
- 01Choose the customer
Search CRM contacts and companies or create the missing customer inline.
- 02Build a client-ready document
Add line items, taxes, discounts, terms, notes, and a consistent professional theme.
- 03Move approved work forward
Share a secure recipient link, duplicate future work, or convert the quote into an invoice.
Your first step takes one free account.Send a professional quote while the opportunity is still warm.
Create your first quote Put it into practice
Send a proposal your client can understand
Preview the client-facing document with a clear breakdown of the work, discounts, and total. Give the proposal a professional finish before sharing it.
One account. 21 connected apps.
Start with Estimates & Quotes.Discover the rest of ToolsPad.
Move customer and scope from the deal into the invoice without retyping them.
Invoice Maker
Prepare clear invoices and track their status.
CRM
Keep contacts, context and follow-ups together.
Opportunities
Keep promising deals moving toward a decision.
Notes
Keep ideas, briefs and decisions easy to find.
Whiteboards
Map ideas alongside the work they belong to.
Tasks
Give every next step an owner and a deadline.
Lead Forms
Turn website enquiries into organized leads.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Appointment Scheduling
Let customers choose a time that works.
Time Tracking
Know where the working hours are going.
Smart Links
Route visitors and compare campaign results.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Documents & Media
Find, share and reuse your business files.
Blogs
Give your expertise a place to grow.
Estimates & Quotes
Turn your proposal into a clear, professional quote.
You’re hereMore tools. One free account.Scroll to explore, or use the arrows.
What to know before you begin.
Clear answers before you create your first estimates & quotes workflow.
Can I turn a quote into an invoice?
Yes. Convert the quote in Invoice Maker and carry its customer details and line items forward, ready to review and send.
Can recipients view a quote without an account?
Yes. Share a secure recipient link or download a PDF. Your customer can review the quote without joining your workspace.
Can I start free, and what else is included?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features.
Send a professional quote while the opportunity is still warm.
Start with Estimates & Quotes today. Add the other apps as you need them—all from the same free account.