We’re excited to announce the launch of the new Estimates feature. You can now create, send and manage estimates within your Harvest account. Like the Invoice feature, Harvest lets you create a professional estimate with just a few clicks, and everything is organized in a easy-to-scan dashboard for you to track what is outstanding, what has been recently accepted or declined:


Here’s a highlight of cool things you can do with the new Estimates feature:

  • Your client can access the estimate via a private URL, where they can accept or decline the estimate.
  • Attach files to your estimate – and your clients can download online (via the private URL). No more emails with bulky attachments! Your client will simply receive one simple email with a link to view and download everything.
  • Just like the Invoice feature, you can customize and translate every phrase on the estimate (via Estimates > Configure).
  • Once an estimate is accepted, you can turn it into an invoice with just one click.

To start using the new Estimates feature: Go to Manage > Account Settings, and you’ll find a new Customize Modules section. Click on “Choose Modules” and you can activate the new Estimates feature.

Just a reminder: the “project estimate” feature has been renamed to “project budget“.

We hope you find this new feature useful, and please let us know if you have any questions or feedback!