Estimates that close
Create professional estimates from your price book, send approval links your customers can sign from any device, and convert approved quotes into jobs with one click. The full cycle, one system.
Estimate
EST-2026-00042
Customer
Henderson Residence
4821 Maple Dr, Austin TX
Water Heater - 50 Gal
Qty 1 x $1250.00
$1250.00
Installation Labor
Qty 4 x $85.00
$340.00
Copper Fittings Kit
Qty 1 x $145.00
$145.00
Permit & Inspection
Qty 1 x $200.00
$200.00
Every estimate has a clear status
From the moment you send a quote to the moment it becomes a job, you know exactly where it stands. No digging through email threads or wondering if the customer saw it.
Auto-generated estimate numbers (EST-YYYY-NNNNN) keep your records organized. Expiration dates are tracked automatically.
Built for how you actually quote work
Price book integration, line-item detail, discount application, and tax calculation -- all in a clean interface your team can use on site or in the office.
Price Book Line Items
Pull items from your catalog with pre-set pricing, descriptions, and duration estimates. No typing from scratch.
Tax & Discount Calculation
Configurable tax rates and discount codes applied at the line-item, subtotal, or total level. Math handled automatically.
E-Signature Capture
Customers sign directly on their device. Signatures are stored as images with timestamps for your records.
Tokenized Approval Links
Secure, unique links sent to customers. No login required -- they review and approve from any browser.
Price Override Tracking
Adjust catalog prices on the fly with a required reason field. Every override is recorded for audit purposes.
Scheduling Analysis
Analyze estimate line items to preview potential appointment splits and total labor hours before the job starts.
One link. No login required.
Send your customer a secure approval link. They review the estimate, sign with their finger or mouse, and you get notified immediately. No app downloads, no account creation.
Tokenized approval links
Unique, secure URLs with rate limiting -- no customer login needed.
On-device signature capture
Finger, stylus, or mouse -- works on phones, tablets, and desktops.
Instant notification
Your team is notified the moment a customer approves or rejects.
Portal access
Customers with portal accounts can also view and sign estimates there.
Conversion Flow
Estimate Created
Built from price book with line items and pricing
Customer Approves
Signed via approval link or on-site capture
Convert to Job
One click -- line items, pricing, and notes carry forward
Schedule & Invoice
Appointments created, invoice generated from the same data
Approved estimate to scheduled job in seconds
When your customer approves, convert the estimate to a new job or attach it to an existing one. Line items, pricing, and scheduling details carry forward -- no re-entry needed.
New or Existing Job
Create a new job or attach to one already in progress
Line Items Transfer
Pricing and descriptions carry over automatically
Schedule Preview
Analyze durations to preview appointment needs
Invoice Ready
Approved estimates flow into jobs and invoices seamlessly
Quote from your catalog, not from memory
Pull line items directly from your price book. Descriptions, pricing, and duration estimates populate automatically. Override prices when needed with a tracked reason -- every adjustment is recorded.
Catalog item search
Browse or search your price book to add line items with one click.
Rich descriptions
HTML-formatted item descriptions populate automatically on the estimate.
Override with reason
Adjust any price on the fly -- the original and the override reason are both recorded.
Discount codes
Apply fixed or percentage discounts at the line-item, subtotal, or total level.
Quote on-site, close on-site
Your technician is already at the customer's door. With on-site signature capture and the customer-facing catalog, they can build and close a quote before leaving the property.
On-Site Signatures
Capture customer signatures on any mobile device right at the job.
Technician Catalog
Technicians browse the price book and build quotes in the field.
Quote Drafts
Save work-in-progress quotes and convert to formal estimates later.
Instant Approval
Customer signs on the spot and the job can be scheduled immediately.
Browse Catalog
Build Quote
Present Estimate
Save as Draft
Advanced quoting for growing teams
ProThe Enterprise plan adds estimate versioning with line-by-line comparison diffs, change orders from approved estimates, quote drafts for technicians to build on-site, and Good/Better/Best pricing tiers on catalog items. Available when your operation needs it.
Estimate Versioning
Create revisions with version chain tracking and line-by-line diffs.
Change Orders
Create change orders from approved estimates without starting over.
Quote Drafts
Technicians build and save draft quotes on-site for office review.
Good / Better / Best
Price book items with tiered options so customers choose their level.
Estimates connect to the rest of Pillar
Quotes feed into invoicing, scheduling, and the customer portal -- so the work keeps moving after approval.
Invoicing & Payments
Convert approved estimates to invoices with online payment collection.
Price Book
Centralized catalog with dynamic pricing and item categories.
Customer Portal
Customers view, approve, and sign estimates in their self-service portal.
Discounts
Flexible discount codes with usage limits and role-based permissions.
See how Pillar handles your estimates
Walk through the full estimate lifecycle with our team -- from building the quote to collecting the signature and converting to a job. Tailored to your pricing and workflows.