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When a customer asks you to bid on a project, you can create an estimate detailing the products or services that the customer wants and how much you intend to charge for them. You can print and mail this estimate to the customer, or send it by email.

After the customer accepts your estimate, you can convert it directly to an invoice, without having to reenter the information. You can also create an invoice directly, without having first prepared an estimate.

This feature requires Quicken Home, Business & Rental Property. Learn how you can upgrade Quicken in minutes.