Win More Business with Professional Estimates
Create stunning, interactive estimates that get approved 60% more often. With digital signatures, real-time tracking, and instant invoice conversion, you'll close deals faster and streamline your entire sales process.
Trusted by professionals worldwide
4.9/5 from 2,847 reviews
| Item | Amount |
|---|---|
| Website Design & Development | $8,500.00 |
| Content Management System | $3,200.00 |
| SEO Optimization Package | $1,800.00 |
| Optional Add-on | $950.00 |
Professional estimates with clear terms and interactive features get approved 60% more often
Send estimates 3x faster with templates, item libraries, and smart automation
Eliminate manual estimate creation and follow-ups with automation and tracking
Businesses track an average of $250K+ in potential revenue through our platform
Everything You Need to Create Winning Estimates
Professional tools designed to help you create, send, and track estimates that get approved
Create Estimates in Minutes
Professional estimates and quotes ready in under 2 minutes with drag-and-drop templates, smart item libraries, and auto-calculations.
Professional Templates
Choose from industry-specific templates or create custom designs with your branding, logo, colors, and personalized terms.
Interactive Estimates
Let clients approve, request changes, or select from multiple options directly in the estimate - no back-and-forth emails.
Convert to Invoice Instantly
Once approved, convert estimates to invoices with a single click. All details transfer automatically - no re-entering data.
Track & Manage Pipeline
Visual pipeline shows estimates at every stage - draft, sent, viewed, approved, declined. Never lose track of opportunities.
Digital Signatures
Secure electronic signatures let clients approve estimates instantly from any device. Legally binding and audit-ready.
Complete Estimates & Quotes Platform
From creation to approval, every feature you need to manage your sales pipeline
Estimate Creation
- Professional templates library
- Custom branding & styling
- Item & service catalogs
- Tiered pricing options
- Tax & discount handling
- Terms & conditions builder
Client Experience
- Interactive online viewing
- One-click approval
- Digital signatures
- Option selection
- Comments & feedback
- Mobile-friendly design
Workflow Automation
- Auto follow-up reminders
- Expiration dates
- Convert to invoice
- Clone & duplicate
- Version history
- Approval notifications
Analytics & Tracking
- Pipeline dashboard
- View tracking
- Approval analytics
- Win/loss reporting
- Revenue forecasting
- Time-to-approval metrics
Perfect for Every Industry
From contractors to consultants, our estimates solution adapts to your business needs
Contractors & Builders
Detailed project estimates with materials, labor, and timeline breakdowns.
Creative Agencies
Present service packages and project scopes with professional polish.
Consultants
Proposal-style estimates with deliverables, milestones, and pricing tiers.
Service Providers
Quick quotes for services with optional add-ons and service bundles.
IT & Software
Technical proposals with phased implementations and licensing options.
Event Planners
Comprehensive event quotes with venue, catering, and vendor breakdowns.
Trusted by Professionals Worldwide
See how businesses are winning more deals with Modial estimates
"Our approval rate went from 45% to 78% after switching to Modial. The interactive estimates and digital signatures make us look incredibly professional."
"The ability to present tiered pricing options in one estimate has increased our average project value by 35%. Clients love having choices."
"Converting approved estimates to invoices with one click has saved us countless hours. No more manual data entry or copy-paste errors."
From Estimate to Approval in 3 Steps
Our streamlined workflow gets you from quote to signed deal faster
Create Your Estimate
Choose from professional templates or start from scratch. Add line items from your catalog, set pricing tiers, include terms and conditions. Our smart system handles all calculations automatically.
Send & Track
Send estimates via email or share a link. Clients view estimates online with an interactive experience. Get real-time notifications when they open, view, and interact with your estimate.
Get Approved & Convert
Clients approve with digital signatures and select their preferred options. Once approved, convert to an invoice instantly. All data transfers automatically - start billing immediately.
Why Modial is Better for Estimates
See how we compare to traditional methods and other estimate software
| Feature | Modial | Word/PDF | Other Tools |
|---|---|---|---|
| Interactive online estimates | ✗ | Limited | |
| Digital signature approval | ✗ | ||
| Real-time view tracking | ✗ | Basic | |
| Multiple pricing options | Manual | Limited | |
| Convert to invoice instantly | ✗ | Manual | |
| Pipeline tracking dashboard | ✗ | Basic | |
| Mobile apps for on-the-go | ✗ | Limited | |
| Starting price | Free | Time cost | $20-60/mo |
Frequently Asked Questions
Everything you need to know about creating estimates with Modial
What's the difference between an estimate, quote, and proposal?
While often used interchangeably, there are subtle differences: An estimate is an approximate cost based on preliminary information. A quote is a fixed price offer valid for a specific period. A proposal is a comprehensive document that includes scope, pricing, and terms. Modial handles all three formats, allowing you to choose the terminology and format that fits your industry and client expectations.
Can clients interact with estimates or just view them?
Clients get a fully interactive experience. They can view estimates online, select from multiple pricing options or packages, add comments or questions, approve with digital signatures, request modifications, and download PDFs. This interactivity reduces back-and-forth emails and speeds up the approval process by an average of 60%.
How do I convert an approved estimate to an invoice?
It's a one-click process. When a client approves an estimate, simply click "Convert to Invoice" and all line items, pricing, client details, and terms automatically transfer to a new invoice. You can make final adjustments if needed, then send it immediately. This eliminates manual re-entry and reduces errors.
Can I create multiple pricing options in one estimate?
Yes! You can present tiered pricing (Good, Better, Best), optional add-ons, package bundles, or alternative approaches within a single estimate. Clients can select their preferred option, and you'll be notified of their choice. This is perfect for upselling and giving clients flexibility without creating multiple documents.
Do estimates expire automatically?
You can set expiration dates for your estimates. Modial will display a countdown timer to create urgency and automatically mark estimates as expired when the date passes. This protects you from honoring outdated pricing and encourages faster client decisions. You can easily extend expiration dates if needed.
How does estimate tracking and pipeline management work?
Modial provides a visual pipeline dashboard showing all estimates by status: Draft, Sent, Viewed, Approved, Declined, or Expired. You can see when clients open estimates, how long they spend viewing them, and track conversion rates. The dashboard shows total pipeline value, win rates, and average time-to-approval to help you forecast revenue.
Can I save frequently used items and services?
Absolutely! Create item catalogs and service libraries with pre-set descriptions, pricing, and tax settings. When building estimates, simply select from your library instead of typing everything manually. This ensures consistency, saves time, and reduces errors. You can organize items by category and add custom fields.
Are digital signatures legally binding?
Yes. Modial uses industry-standard electronic signature technology that's legally binding in most countries under laws like ESIGN (USA) and eIDAS (EU). Each signature is timestamped, includes signer identity verification, and creates an immutable audit trail. You can download signed documents with full signature certificates for your records.
Start Creating Professional Estimates Today
Win more business with interactive estimates that get approved 60% more often. No credit card required to start.