Online estimates program for freelancers and companies



Easy online estimates. Wherever you are.

Create your estimates in seconds and keep your accounts up to date. Sign your estimates electronically and email them to your customers. From web and mobile app Android and iOS.


How to create an estimate.

Create new estimate

Home page

In the "Accounting" tab of the Contasimple homepage, click "Create new estimate".


Estimate number

The estimate number will be created automatically in a correlative manner and in chronological order. You can set your serial number as you wish by clicking "Estimate settings".

Estimate number

Date estimate

Date

Date of issue of the estimate. By default, the program will show today. You can change the date through the drop-down calendar.


Validity date

Estimate validity date. By default, the program will display the validity date at 30 days. You can also select the 60-day, 90-day, no-date option, or put the date you want through the drop-down calendar.

Validity date estimate

Customer estimate

Customer

Select your customer from the drop-down list. If you haven't already created it in your database, click "New Client". You only have to select it next time.


Private notes

You can write the private notes you want. These notes will not be displayed in the estimate.

Private notes estimates

Retention estimate

Retention

In the event that a estimate is subject to retention, you can choose the percentage from the drop-down list.


Notes to the estimate

If you want to add notes to your estimate, you can create them by clicking "Manage note information".

Very useful, for example, to add the bank account where you want your customer to make the payment, or to add any other information you want to appear in your estimate. Next time, just select it from the drop-down list.

Notes to the estimate

Sync your Google Drive or Dropbox account with Contasimple

External services

If you wish, you can sync your Google Drive or Dropbox account with Contasimple so that your estimate is automatically uploaded to your external cloud.


Concepts

You can type the concept of the product or service, or select it from your catalog by clicking the cursor on the left.

The price, discount and VAT rate will be imported automatically.

Add your products directly from your catalog allows you to keep your stock control up to date.
More information on the catalog of products and services

Concepts estimates

Add another line

Add another line

Click "Add another linet" to create a new concept line.


Tax base

Unit price of the product or service without taxes. If you select your product or service from your catalog, it will be imported automatically.

Tax base estimate

Quantity estimate

Quantity

Number of units, hours, kg, liters, km… In your catalog you can configure the type of unit for each of your products or services.


Discount percentage

You can set discounts on a specific product or service in your catalog, or add it manually.

Discount percentage estimate

VAT estimate

VAT

You can set the VAT rate in your catalog, or select it from the drop-down list.

If you have selected the Canary Islands, Ceuta or Melilla as your tax region, you will have the option of IGIC or IPSI respectively.


Retention

If you have selected a personal income tax withholding rate, it will be automatically calculated.

Retention invoice

Show advanced edition

Show advanced edition

Click "Show Advanced Edition" if you want to add a detailed description of some or all of your estimate items.


Detailed description

Easily add a description for some or all of your items by clicking on the box below each one.

Detailed description invoice

Insert estimate

Insert estimate

Once you've entered all your details, click "Insert".


Take control of your estimates easily

You'll find a summary of all your recorded estimates on the Estimates list page. They will be organized by quarters with all the relevant information: number, date, status, customer, tax base, VAT, retention, total and you will also find a menu with different options.

In the menu, you can easily manage all your estimates:

Attach files to link to your estimates

You can attach files to link to your estimates.

Simply drag the file to the box, write a description, and save it.

Very useful, for example, to manage all the relevant documents in the corresponding estimate and not lose them, as they will be stored in the cloud.


Manage the status of your estimates. Keep track of their status so you have all the information you need at a glance.

Change the status of your estimate to: created, sent, accepted, rejected, partially invoiced, invoiced or closed.

Manage the status of your estimates

Download your estimates in PDF format

Click on the red icon to download your estimates in PDF format. You can download them to print, email or deliver to your customer.




In the "View estimate" option you will find a summary of all the data in your estimate.

Summary estimate

Invoice your estimate

Invoice your estimate automatically and save yourself the hassle of creating the same estimate.


Create delivery notes from your estimates. Just like turning it into an invoice, you can turn your estimate into a delivery note in one click and make the changes you need.

Create delivery notes from your estimates

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Contasimple - The invoicing, accounting and taxes application on the cloud.

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