Make the scope clear
Build itemized estimates with prices, options, and terms.
Estimates
Send estimates clients can sign online.
Build itemized estimates, offer options, and collect signatures by link.
Sample project
Swipe sideways to explore.
Give clients a clear approval step.
Get client approval online
Share a link so clients can review, comment, and sign their approval.
Keep the signed version
Collect the contractor signature and retain the signed PDF for the project.
An example on the job
A client is ready to approve the estimate
Share the estimate for review and signature, then keep the signed version and PDF ready for project setup.
The tools behind a clear estimate
Prepare, revise, share, and export estimates. QuickBooks sync requires a connected workspace and a linked customer.
See the feature details
- Blank estimates and estimates from active templates
- Client-linked estimate records with tags, notes, description, and display ID
- Scope groups, line items, base scope, optional items, allowances, and exclusions
- Sell price, cost, margin, GST, regional tax, valid-until date, and live totals
- Options and alternates for add-ons, upgrades, allowances, and client selections
- Versioning, revision requests, version comparison, duplication, archive, search, and filters
- Secure sent estimate links with expiration, comments, client approval or rejection, and signatures
- PDF preview and export, signed estimate PDFs, contractor signature, QuickBooks sync, and signed-estimate project handoff
Talk about your next project
Request early access to BuildMarX.
Tell us about your team and the projects you manage. We’ll contact you to discuss availability and setup.
BuildMarX is in development. Access requests are reviewed by the team before a workspace is set up.
Have a question first? Read the FAQ.