We have been getting requests from lots of users to further automate the workflow from client proposal to final client payment. While we still have a long way to go, we are excited to announce that you can now submit an estimate for approval. If your client approves an estimate, you can opt to have that estimate created as a new project with an approved budget. Once a budget is created, you can track your billable activities against that approved budget. Invoicing is as easy as ever with the option to pull in all activity associated with a project.
To start sending out estimates that can be approved by your client:
Just another example of how our users are helping us make a great product even better. We hope this feature leads to more closed deals and better communication about expected compensation.
Brad Hanks is in charge of Growth at ZipBooks.