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ESTIMATES

Price the project.
Check the margin.

Build estimates with sections, hours, rates and margin, share them in the client portal, and convert accepted estimates into proposals.

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Estimates are on every plan.

Estimates that show the margin

Angelwood’s estimate software lets you build a project estimate in sections and milestones with hours, rates, assumptions and exclusions. Estimate insights show the labour cost, gross profit and margin, flag low margins and run a break-even analysis, so you know the numbers before the client does.

AI suggestions can propose realistic hours and pricing, add a QA buffer or polish your assumptions text. You decide what to keep.

From estimate to signed work

Share an estimate in the client’s portal, where they can accept or decline it, or route it for formal client approval. When it’s agreed, Convert to Proposal carries the numbers into a proposal for signature.

HOW TO

How to use estimates in Angelwood

Create and share an estimate

  1. Create the estimateGo to Estimates and select New Estimate. Give it a title, such as “Website redesign”, and choose the client.
  2. Add sections and milestonesUse Add Section for each phase with its hours and rates, and Add Milestone for key dates. Fill in assumptions and exclusions.
  3. Check the numbersReview the estimate insights for margin, labour cost and break-even. Adjust rates or scope if the margin is too low.
  4. Share it with the clientOpen the client’s portal, go to Clients and select Share Estimate. The client sees it on their portal’s Estimates page.
  5. Convert to a proposalOnce agreed, select Convert to Proposal to prepare it for signature.

GOOD QUESTIONS

Questions about this feature.

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Can clients accept an estimate online?

Yes. Shared estimates appear in the client’s portal, where they can accept or decline them.

Does it show my margin?

Yes. Estimate insights show labour cost, gross profit, margin and a break-even analysis, and warn you about low margins.

What’s the difference between an estimate and a proposal?

An estimate prices the work. A proposal presents the full offer and collects signatures. Convert an agreed estimate into a proposal in one step.

KEEP EXPLORING

Related features and guides.

ProposalsInvoicesRetainer agreement template

THE CLIENT EXPERIENCE, IN ORDER

See it with your own clients.

Bring the work you share with clients into one place.

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