Contract PDF, convert & budget

Turn an accepted estimate into paperwork and a live project — print it as a contract, convert it into a project, then watch the budget against what actually happens.

Any estimate can be printed as a clean, server-generated PDF you can send or sign as a contract. It shows the client-facing sale prices only, prints without browser clutter, and supports multiple languages including Cyrillic, Thai and Burmese.

Convert to a project

New projectFresh

Create a new project in estimate mode. Milestone estimates become one milestone per section plus a tax milestone; fixed estimates carry the single agreed total.

Merge inExisting

Append the estimate to an existing estimate-mode project — adding milestones or topping up the fixed total — useful for change orders on a live job.

  • Undo is built in — if you convert by mistake, undo removes the new project (as long as it has no activity yet) or the exact milestones a merge added.
  • Change orders — a change-order estimate always merges into its target project rather than starting a new one.
  • Transparent costs — you can optionally let the client see cost burn against the estimate in their portal.

Budget vs. actuals

Once an estimate is converted, its budget view compares the quote against reality on the project:

  • Revenue — budgeted sale total against what has actually been billed.
  • Cost — budgeted cost against actual spend from labour and purchases.
  • Margin — budgeted margin against the live actual margin.
  • Earned progress — how much of the budget has been earned so far, the same figure a transparent-cost client sees.
Note. A converted estimate can’t be deleted — it keeps the link to the project and the signed acceptance. Undo the conversion first if you really need to remove it.
На этой странице
Документация

Частые вопросы

No. The contract PDF is client-facing and shows sale prices only. It prints cleanly as a real PDF, without the browser page headers a print-to-PDF would add.

Yes, if it’s safe. A new project can be removed while it has no recorded activity; a merge undoes the exact milestones it added, unless one has already advanced toward payment.

The budget comes from the converted estimate; actuals are read live from the project — billed amounts on the revenue side, and labour plus purchase costs on the spend side.