Sending estimates through Thryv Business Center™ gives your clients a professional, itemized breakdown of your services before work begins and lets them approve or respond directly through their client portal. Keeping estimates inside Thryv Business Center means all estimate history stays attached to the client record, so you always have a clear paper trail without hunting through emails.

What This Video Covers

This video walks you through how to create and send an estimate to a client in Thryv Business Center, including how to add line items, apply notes, save notes for future estimates, and send the completed estimate to your client. It does not cover converting an estimate to an invoice or managing estimate statuses. For those workflows, refer to the related estimates and invoices articles in this section.

How to Use This Video

Watch the full video below to follow along with the estimate creation walkthrough. To get started, navigate to the client card for the client you want to send an estimate to in your Thryv Business Center account. After completing your estimate, click Send to deliver the estimate to your client.