Why Estimates Help You Win More Jobs

Sending a professional estimate before starting a job builds trust with your customers and sets clear expectations before any work begins. Customers who receive a detailed, itemized estimate  with a clear breakdown of services and a place to sign  are more likely to approve the job quickly and move forward with confidence.

Estimates in Thryv Business Center let you send a fully itemized proposal directly to a client, collect a digital signature for approval, and attach supporting files such as photos or contracts. Once a client approves an estimate, you can convert it into an invoice without re-entering any information  saving time and eliminating the back-and-forth that delays jobs from getting started.

Try the Estimates Interactive Walkthrough

The interactive walkthrough below guides you through the process of creating and sending an estimate in Thryv Business Center. Use this walkthrough to get comfortable with the estimates workflow before sending your first real estimate to a client.

To complete the guided tour, click the Next button on each tooltip that appears. After the tour ends, click the blue step indicator at each stage to try the steps yourself.

Note: This walkthrough is a guided demo environment. Any estimates created inside the walkthrough are not saved to your account.

When you are ready to create your first estimate in your live account, open your Estimates dashboard in Thryv Business Center by navigating to the Payments section and clicking Estimates in the left-hand menu.

For a full walkthrough of every estimate setting and option, see [How to Create and Send an Estimate in Thryv Business Center] [https://learn.thryv.com/hc/en-us/articles/360001936011-How-to-Create-and-Send-Estimates-in-Thryv-Business-Center]

Frequently Asked Questions 

What can I include in an estimate? An estimate in Thryv Business Center can include an itemized list of services and products with quantities and pricing, an optional discount, a required client signature, and file attachments such as photos, contracts, or scope of work documents.

Can a client approve an estimate without signing it? Yes, if the signature requirement is turned off on the estimate. When the Require Signature toggle is disabled, the client can approve the estimate by clicking the approval button without adding a signature.

What happens after a client approves an estimate? Once a client approves an estimate, the estimate status in your Estimates dashboard changes to Approved. You can then convert the approved estimate into an invoice without re-entering any information. 

Can I send an estimate to multiple clients at once? No. Each estimate is linked to one client and sent individually. To send the same estimate to multiple clients, create a separate estimate for each client.

Is this article the right place to learn how to set up estimates? This article is focused on the interactive walkthrough. For complete setup instructions  including how to add line items and send for approval — see [How to Create and Send an Estimate in Thryv Business Center][ https://learn.thryv.com/hc/en-us/articles/360001936011-How-to-Create-and-Send-Estimates-in-Thryv-Business-Center].