Estimate.Agency

Generate, customize, and collaborate on estimates and quotes in real-time.

Free plan available
No credit card

What is Estimate.Agency?

Estimate.Agency is a web-based tool for creating, customising, and sharing business estimates and quotes. It's designed for freelancers, small agencies, and service-based businesses that need to produce professional estimates quickly without using spreadsheets or Word documents. The tool allows multiple people to work on the same estimate at the same time, making it easier for teams to collaborate on pricing and proposals. You can save templates, adjust line items, and share estimates with clients through a link. The freemium model means you can start using basic features at no cost, with paid options available for teams or users who need additional functionality.

Key features

Real-time collaboration

multiple users can edit estimates simultaneously

Customisable templates

create and save estimate templates for your business

Client sharing

generate shareable links to send estimates to clients without email attachments

Line item management

add, edit, and organise services and products with descriptions and pricing

Professional formatting

automatically formatted estimates that look polished and branded

Pros & cons

Advantages

Free tier available, so you can test it without commitment
Real-time collaboration reduces back-and-forth communication when working with teammates
Templates save time if you create similar estimates regularly
Cleaner alternative to spreadsheets for managing estimate workflows

Limitations

Limited information available about free tier feature restrictions
No native mobile app mentioned, though web-based access may be available on mobile browsers
Integration options with accounting software or CRM platforms not clearly documented