Price the job, send it, and know when it was opened.
An estimate is the first version of a document that will still be here when the money arrives. Accept it and it becomes an order; nothing is typed twice, and the customer sees one continuous thread rather than three unrelated PDFs.
Pull items at the customer’s own price list, with tax and discount per line.
Whichever the customer prefers, from the same screen.
Acceptance is recorded on the document — not in somebody’s inbox.
With its lines, pricing and history intact.
One selling flow — these are the other parts of it.
Start with what you need today and switch the rest on when you grow.
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