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Estimates

Estimates customers actually want to sign.

A quote is the first time most customers see your brand in detail. Make it look like the business you're running. Beautiful, responsive, fast to send, and built for the way exterior cleaners actually price work.

coastal-property-care.shinecx.com/q/CPCDEMO1
A ShineCRM estimate as the customer sees it, with included and optional services

Build: Priced the way you price

Per pane, per square foot, per linear foot, per panel, flat, or tiered packages. Pull from your service library or a saved template and the quote is ready in a minute.

Send: Email and text, one send

The estimate goes out both ways with a link that opens instantly. No PDF squinting, no login, your branding all the way down.

They decide: Customers upsell themselves

Optional add-ons toggle on right in the quote and the total recomputes in front of them, taxes included. The awkward upsell call stops existing.

Signed: One tap, timestamped, done

Signature if you require it, card on file or deposit if you ask for it. You get notified the second they accept, and the job is ready to schedule.

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app.shinecx.com/app/estimates
The estimate builder with per-pane line items
Priced per pane

Responsive by default

Looks right on every screen.

Mobile, tablet, desktop. The estimate adapts. No pinch-to-zoom PDFs, no broken layouts, no attachments that get marked as spam. Just a web link that opens and looks polished.

Templates you actually use

Build once, send in seconds.

Save full estimate templates for the work you do over and over. Pull one up, swap in the customer's details, send it. The time from inquiry to quote shrinks from an hour to a minute.

Social proof, on the page

Testimonials, embedded in the quote.

Save your best reviews as reusable blocks and drop them into any estimate. Customers see real words from real neighbours while they're deciding whether to sign. No tab switching, no searching Google for your reviews mid-decision.

Discounts that fit

Custom and recurring discounts.

Offer a percentage off, a fixed amount off, or a recurring discount tied to a service plan. The customer sees a clear price, the savings called out, and the option to sign up for ongoing service in one tap.

Tighten the close

Require a card on file to accept.

Optional, per estimate. Customers save a card with Stripe before signing, or pay a deposit right at acceptance. When the job's done, charge the balance against the saved card in one click. Less chasing, faster cash flow.

See how payments work →

Frequently asked

Questions, answered.

How does ShineCRM send estimates?

Estimates go out as branded HTML emails and texts linking to a live web page, not a PDF attachment. Customers see your logo, your colors, line items, optional add-ons, and a one-tap approval link. No login required to view or sign.

Can customers sign estimates online?

Yes. Customers click the link in the email and sign with a tap on phone or web. The signed approval is timestamped and saved on the estimate record, with the agreed-to terms snapshotted in case you change templates later.

Can estimates include optional line items?

Yes. Build estimates with required line items and optional add-ons (e.g. add gutter cleaning to a window job). Customers choose which optional items to include before signing, and the total updates automatically.

Can I attach photos to estimates?

Yes. Attach property photos and reference images to any estimate. They render inline in the customer-facing view and stay attached to the job for crew reference once approved.

First impressions matter

Send estimates that win the job.

Built for exterior cleaners, designed for the way customers actually decide.

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