How will I know if an estimate has been sent successfully?

After sending, you’ll see a confirmation message. You can also review delivery and status updates in the Estimates dashboard.

How does enabling direct payments work on estimates?

If enabled, customers who accept an estimate can be redirected to the invoice to complete payment online.

What if a customer’s payment fails?

Open Invoices, locate the invoice, and either resend it for another attempt or record payment manually if needed.

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The Estimates Tab in LeadConnector Mobile App – BizStackPro Help

Estimates in the LeadConnector Mobile App

Q: How can I create a new estimate on mobile?

Open the Estimates section in the LeadConnector app, tap New Estimate, then add the client, items, pricing, taxes, and terms.

Q: Can I apply taxes and discounts to estimates on mobile?

Yes. You can add taxes, apply discounts, and adjust terms within each estimate for a clear breakdown.

Q: Is there a way to bulk edit estimates?

Yes. Use Bulk Edit from the Estimates dashboard to update or delete multiple estimates at once.

Build and send estimates from your phone—add line items, apply taxes and discounts, preview before sending, enable direct payments, and track status updates in real time.

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Creating Estimates Without Slowing Down Your Workflow

When building estimates on the go, it can be difficult to keep pricing, taxes, and terms organized while making sure everything is accurate.

The estimates feature allows you to create, send, and manage detailed proposals directly from the mobile app, including line items, discounts, and payment options.

Without a clear process, estimates can contain errors, lack important details, or slow down the approval and payment process.

This guide will walk you through how to create and manage estimates so your pricing stays clear, consistent, and easy for customers to act on.

To begin, review the key features and benefits available in the estimates section.

Key Features & Benefits

Mobile estimates dashboard: View and manage all estimates in one place.
Fast creation: Add items, descriptions, pricing, notes, and terms in a guided flow.
Taxes & discounts: Build a clear breakdown before you send.
Preview & send: Confirm formatting, then send by email or SMS.
Status tracking: Monitor delivery and acceptance status from the dashboard.
Direct payments: Optionally route accepted estimates to invoice payment.

Follow along: If you want direct payments, enable it while building the estimate so the customer can move from acceptance to payment with fewer steps.

How to Create & Send an Estimate (Mobile)

Open the app menu and tap Estimates.
Tap New Estimate, then choose the client/contact.
Add items with pricing and descriptions.
Configure taxes, discounts, and terms.
(Optional) Enable Direct Payments so acceptance can lead into invoice payment.
Tap Preview to review, then tap Send via email or SMS.
Return to the dashboard to track delivery and status updates.

Statuses & Bulk Edit

Use the dashboard to monitor what’s happening and keep your list clean when you’re managing volume.

Status tracking: See whether an estimate is draft, sent, viewed, accepted, or expired (depending on your setup).
Bulk edit: Select multiple estimates to update or delete them in one action.

Pro tip: Make previewing a habit. A 10-second preview prevents mismatched line items, wrong totals, or missing terms.

Limitations

Some advanced estimate customization may vary based on plan, configuration, and permissions.
Estimate behavior (links, templates, options) can differ depending on your workspace settings.

Troubleshooting Payments

If direct payments are enabled and a customer can’t complete payment, the invoice is your next stop.

Open Invoices and locate the invoice linked to the estimate.
Resend the invoice for another payment attempt.
If needed, record payment manually based on how the customer paid.

Want to send estimates faster (and get paid sooner)?

BizStackPro lets you send estimates from mobile, track status, and optionally connect acceptance to payment—so your follow-up stays simple.

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Frequently Asked Questions

How can I create a new estimate on mobile?

Open Estimates, tap New Estimate, then add the client, items, taxes, and terms.

Can I apply taxes and discounts to estimates on mobile?

Yes. Configure taxes, discounts, and terms within each estimate for a clear breakdown.

Is there a way to bulk edit estimates?

Yes. Use the bulk edit option in the estimates dashboard to update or delete multiple estimates.

How does enabling direct payments work?

When enabled, customers who accept the estimate can be redirected to the invoice to complete payment online.

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Estimates That Move Deals Forward

Create accurate estimates from your phone, keep terms and pricing clear, and use direct payments to reduce friction between “approved” and “paid.”

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Faster approvals. Cleaner follow-up.

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