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Estimates & Quotes

Prepare polished proposals in moments. Deliver them to clients for review. Turn approved quotes into billable invoices instantly.

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Polished Proposals, Built Fast

Close more deals with sharp, well-formatted proposals. Apply your brand identity, detail each service or product, and deliver the finished quote to your client in under a minute.

  • Refined, presentation-ready templates
  • Incorporate your logo and brand colors
  • Sequential estimate numbering handled for you
  • Store client information for future proposals
[Estimate Preview Screenshot]

Accepted? Invoice Immediately

Once a client approves, there is no need to duplicate your work. Transform any accepted proposal into a ready-to-send invoice with a single action. Every line item, payment term, and contact detail carries forward.

  • Single-action invoice generation
  • Line items migrate without re-entry
  • Client details and terms retained
  • Source estimate remains linked for audit purposes
[Convert to Invoice Screenshot]

Full Visibility on Every Quote

See the status of every proposal at a glance: drafted, delivered, approved, rejected, or expired. Stay on top of your pipeline and never let potential revenue slip away unnoticed.

  • Live status indicators for each estimate
  • Narrow results by client or current state
  • View the aggregate dollar value of open proposals
  • Measure approval rates across time periods
[Estimate Dashboard Screenshot]

Deliver Estimates by Email

Dispatch proposals directly from Kantivo. Recipients get a professional PDF they can evaluate, accept, or discuss further, with no additional tools required on their end.

  • Kantivo Relay email - zero SMTP setup
  • Attached as a polished PDF document
  • Personalize the accompanying message
  • See when recipients open the estimate
[Email Estimate Screenshot]

Versatile Line Items

Structure each proposal to match the job. Include catalog products, defined services, or freeform entries. Specify quantities, unit prices, and descriptions while totals are computed on the fly.

  • Pull from your existing product and service catalog
  • Add ad-hoc entries for unique engagements
  • Tax amounts applied automatically
  • Dedicated fields for notes and payment terms
[Line Items Screenshot]

Payment Schedules & Progress Draws

Ideal for contractors, builders, and any engagement billed in phases. Divide an estimate into distinct payment milestones -- each with its own amount and due date or completion condition. When the client approves and you convert to an invoice, the entire schedule transfers automatically.

  • Divide proposals into unlimited payment draws
  • Assign a due date or milestone condition to each draw
  • Split the total evenly or tailor amounts per phase
  • Full schedule carries over on invoice conversion
  • Monitor paid versus outstanding draws at a glance
[Payment Schedule Screenshot]

Why Kantivo Estimates?

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Win More Business

First impressions count. Deliver sharp, branded proposals that set you apart from the competition.

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Save Time

Draft proposals in moments and turn approvals into invoices instantly. Enter the details once and move on.

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Track Performance

Analyze which proposals close. Discover your highest-converting clients and most requested offerings.

Simplify Your Proposal Workflow

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