Branded estimate covers and live PDF preview

View and edit estimates with a professional cover page, scope summary, and spreadsheet preview before sending to clients.

What's New

Estimates now ship with a professional branded cover page, scope summary, and footer carrying your organization details and claim information on every page. Preview the full PDF or spreadsheet data inline before sending—edit, regenerate, and auto-save changes.

AI helps draft the cover loss statement and scope summary automatically. Customize your cover page disclaimer in Settings > Estimates, and it'll appear on all new estimates and invoices.