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9DollarCRM

Features / Estimates

Quotes that win jobs instead of dying in your texts.

Sends branded quotes, tracks them, and converts approvals into jobs.

Build a professional estimate in minutes, send it, see when it's opened, get it approved online - and turn it into a scheduled job in two clicks.

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The 9DollarCRM workspace: collected revenue, open jobs, job-status distribution, and lead funnel in one view.
A real look at the 9DollarCRM workspace. Every business gets its own.

Look like the biggest outfit in town

A clean, branded estimate does something a text message never will: it makes the customer feel confident before you've turned a wrench. Professional paperwork wins jobs at the margin - and the margin is where jobs are won.

Stop losing quotes in your messages

The quote you texted three weeks ago is a job someone else got. Every estimate here has a status - draft, sent, viewed, approved - so the follow-up list writes itself. One recovered quote pays for years of the software.

Approval without the paperwork chase

The customer opens a link and approves online. No printing, no scanning, no "I'll sign it when you're here." On Pro, add a legally-signed e-signature to the same flow.

Approved means scheduled

An approved estimate converts to a job - same line items, same customer - and goes on the calendar. And later, that job becomes the invoice. You typed the details exactly once, at quote time.

How estimates work

  1. 01

    Build the quote: pick the customer, add line items (or pull from your product list), set prices.

  2. 02

    Send it. The customer gets a link to view and approve.

  3. 03

    Track it: sent, viewed, approved. Chase the stalled ones - they're flagged for you.

  4. 04

    On approval, convert to a job and schedule it. Two clicks.

Where it fits

Trades that lean on this most.

Same module, tuned to your trade's language and flow. See how it works for a business like yours.

Plan availability

Estimates are in every plan, including Starter ($9/mo). Online e-signatures on estimates and documents are a Pro ($79/mo) feature - we're telling you here, not surprising you in the app.

See pricing

Frequently asked questions

Common questions about Estimates. Can’t find what you’re looking for? Chat to our friendly team

Yes. Every 9DollarCRM estimate sends as a link the customer can open and approve from any device, and you see when it is viewed and when it is approved. No printing, no scanning, no chasing signatures in person, and estimates are included on every plan, starting at $9 a month.

Ready when you are

The next quote you send could look like this.

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Free for 14 days. No credit card. Cancel in two clicks.