How it works
1
Say or type the job as an estimate, with a valid-until date.
2
Send it by email. The client opens a page, reviews it and accepts with a signature, or declines.
3
Take a deposit if you asked for one, then convert the estimate to an invoice when the work is done.
What you get
A page, not an attachment
Clients see the lines, the total and the valid-until date on a page that works on a phone. No account, no app.
A signed record
The accepted estimate keeps the signature, the name, the date and time and the device, in a PDF you can download.
Deposits
Ask for a deposit as a percentage or a fixed amount. The client pays by card, Apple Pay or Google Pay, and it counts toward the invoice later.
One tap to invoice
Convert an accepted estimate to an invoice, or switch on automatic conversion. Job photos come with it.
Quote in your own words
Say something like
“Estimate for Priya Nair, kitchen remodel: cabinets 6,200, countertops 3,400, labor 5,000, valid for 30 days, 30 percent deposit.”
Say the estimate the way you would say it to a client, and review the draft before it goes out.
Plans and prices
Starter
Price: $0
Documents: 5 free every month
Extra documents: $1 each
PDF-tool files: 20 a month
Growth
Price: $49 a month or $470 a year
Documents: 100 a month
Extra documents: $0.75 each
PDF-tool files: 500 a month
Business
Price: $99 a month or $950 a year
Documents: 1,000 a month
Extra documents: $0.50 each
PDF-tool files: 2,000 a month
Starter is free: 5 documents every month, no card needed. A document is an invoice or estimate you send to someone else. Drafts, test sends to yourself and turning an estimate into an invoice do not count. Prices are US list prices and can be lower in some countries. Tax is added at checkout where required.
tracks-it PDF takes no fee on online payments on any plan. Stripe charges its own processing fees, and the money goes to your own Stripe account. Need more? Contact us about Enterprise at hello@tracksitpdf.com.
Only need the PDF tools? A plan for individuals is $7.99 a month or $59 a year, with a 7-day free trial (card required). It is coming soon in the EU and UK.
Questions and answers
Does the client need an account to sign?
No. They open the link in the email, review the estimate and sign on the page.
Is an online signature legally binding?
Rules about electronic signatures differ by country and by contract. The accepted estimate records the signature, the name, the time and the device. For anything high-value, check with a lawyer what your country accepts.
Does an estimate count as a document on my plan?
An estimate you send counts as one document, like an invoice. Turning it into an invoice is free, and the invoice is never counted a second time.
Can the client decline or ask for changes?
They can decline on the page. For changes, edit the estimate and send it again.
Can I add photos to an estimate?
Yes. Attach up to six photos to an invoice or estimate. Location data is removed from every photo, and the photos show on the PDF and on the client’s page.