How does ShineCRM send estimates?
Estimates go out as branded HTML emails with attached PDFs. Customers see your logo, your colors, line items, optional add-ons, and a one-tap approval link. No login required to view or sign.
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.
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.
Optional line items
Let customers upsell themselves.
Add optional add-ons to any estimate and customers can toggle them on themselves. Soffits, screen cleaning, second-story windows. Real conversion lift, with no awkward upsell call from your side.
Some platforms gate optional line items behind their highest plan. We don't. It's a checkbox. It belongs in the box you bought.
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 or Square before signing. Deposits and final payments charge automatically against the saved card. Less chasing, faster cash flow.
See how payments workFrequently asked
Questions, answered.
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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