What you offer
- Website design
- $600
- Content setup & handoff
- $240
Descriptions and prices are ready to reuse in an estimate.
Freelance CRM, estimates, and invoices. Together.
Keep your client contacts, service prices, project notes, and paperwork in one place. Save the work you offer, prepare a clear estimate, and turn the agreed work into an invoice.
The template needs no account. The workspace offers an eligible 14-day no-card trial. Solo is $49 USD/month when you choose to subscribe. No automatic trial charge. Review pricing →
Save a service. Add a client. Prepare the estimate.
- Save your offer: a design review, a website package, a consultation, or another service with its description and price.
- Add the client: keep their contact details and the project context together.
- Prepare the estimate: select the client and service, review the scope and total, and save a draft. Share it when you are ready.
The workspace checklist follows the records you save. Creating a draft prepares the document; you choose when to share or send it.
SEE HOW THE DETAILS CONNECT
A website project, with the scope and price in view.
Illustrative workspace and example USD prices. Use your own business details, services, rates, and currency.
Who you work with
Business website · Three pages · One revision round · Client supplies copy and images.
03 / YOUR ESTIMATEDRAFT EXAMPLE
Website design estimate
Prepared for Alex Morgan
Website design$600
Content setup & handoff$240
Example totalUSD · Before tax$840
Review scope and terms. Share for client approval when you are ready.
An illustration of the signed-in workflow. The free template below is a separate public tool and does not automatically import its entries into your workspace.
TRY A DOCUMENT FIRST
Open the free estimate template Work through your next estimate.
Add line items, tax, and scope notes in the free template. Review a printable estimate without creating an account or sending anything to a client.
Client management that keeps the project context.
Use the client record as the place for contact information, project references, notes, work photos, appointments, and documents. Before a conversation, review what you discussed and what work came next.
Explore client management →Estimates that say what the client is paying for.
Reuse service descriptions and prices as line items. Include the scope, revision limits, and terms in your notes, then review the total before sharing. Clients can approve a shared estimate. Create an invoice from the estimate when the work is agreed.
Write a clearer service estimate →A service menu you can use again.
Save offers such as a brand consultation, design review, website package, or maintenance visit. Use the free price calculator to consider your labor, materials, overhead, and target margin before choosing your own rate.
Work through a service price →Review each invoice follow-up before sending.
Prepare reminders for unpaid invoices, estimates, or the next visit. Choose the message and review the recipient. App email uses the configured sender with your reply address; you can also open a draft in your own email app. Personal mailbox connections and automatic reminder schedules are not available.
Adapt an invoice follow-up template →KEEP THE NEXT ESTIMATE CONNECTED
From one template to your own workspace.
Save reusable services, keep client records, and manage estimates and invoices together. Start with your business details and one service.
Solo: $49 USD/month · Eligible 14-day trial needs no cardCreate your workspace Email or Google sign-in · No sales call