Missing Toolkit: Estimates
Features
Everything you need to create, manage, and share professional estimates.
Professional Estimates
Build detailed estimates with structured line items. Add descriptions, quantities, units, and pricing — totals are calculated automatically.
- Structured line items with automatic totals
- Handle simple to the most complex estimates
- Organize estimates by project or client
Version Management
Create multiple versions of each estimate to explore different pricing options. Compare approaches and present the best option to your client.
- Unlimited versions per estimate
- Compare versions side by side
- Each version has its own independent line items
QuickBooks Online Integration
Connect your QuickBooks Online account to sync customer data and streamline your workflow from estimate to invoice.
- One-click QuickBooks connection
- Associate estimates with QuickBooks customers
- Push to QuickBooks
Document Export
Generate professional Word documents from your estimates. Upload custom templates with placeholder syntax to produce polished proposals in seconds.
- Upload custom Word templates with placeholder syntax
- Export any version as a professional .docx document
- Control row depth and detail level in exports
Team Collaboration
Invite your team members to collaborate on estimates. Everyone works from the same data.
- Invite unlimited team members
- Save templates for reuse with coworkers
- Shared estimates across your organization
Start creating better estimates today
Sign up for Missing Toolkit: Estimates and see how easy estimating can be.
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