The estimate that's already a job definition — not just a price.
Most estimates answer "how much?" CoreXBiz Estimate answers "what, exactly, will be done?" — capturing product details, scope, pricing, and options in a structured document. When the estimate is approved, it converts to an order with the details already intact. No re-entering. No reconstruction. Just the work, already defined.
Horizon Print Co.
Apex Fabrication
Bay Street Events
Structured job definition
Not just a price
Build estimates that carry everything the job needs — before it becomes an order.
One-click order conversion
Details carry forward
Billing address, line items, product references — all carried forward. Your team starts from a job already defined.
Professional delivery
PDF + direct email
Every estimate arrives as a professional, structured document. Every customer sees the same standard.
Estimates built around how the work actually gets done
Every feature is grounded in what pre-order work actually requires — structured scope, real products, and a clean path to execution.
Multi-Option Estimates
Present multiple pricing packages within a single estimate — each selecting its own set of line items with independent totals. Customers receive one document. You decide which option converts to the order.
- Standard, Premium, and Custom packages in one document
- Each option selects a subset of estimate line items
- Independent subtotal, discount, tax, and total per option
- Mark one option as default — shown first to the customer
- One-click conversion for the approved option
Product-Connected Line Items
Search your product catalog from the estimate builder. Name, SKU, and price populate automatically. Freeform items work alongside product-linked ones — no constraints on what you can quote.
- Live product search prefills name, SKU, and unit price
- Product ID stored — carries through to the converted order
- Freeform line items for services or custom scope
- Quantity, unit price, discount, and tax rate per line
- Line totals calculated as you build
Estimate-to-Order Conversion
When the customer confirms, convert the approved option to a live order in one action. Billing, line items, quantities, and product references carry forward exactly. No re-entry. No reconstruction.
- Creates a real order with all billing address fields
- Each line item — name, qty, price, SKU, product — carries forward
- Order is linked back to the originating estimate
- Estimate status updates to Converted automatically
- Your team picks up a job already fully defined
Professional PDF & Email Delivery
Generate a clean PDF from any estimate — including all options, line items, and pricing — and send it directly by email with CC and BCC control. Every estimate is customer-ready.
- PDF includes all options with independent totals
- Company information and customer details in the header
- Direct email delivery from CoreXBiz
- CC and BCC fields on every estimate
- Expiry warning shown when valid-until date passes
Status Workflow
Track estimates through six clear stages from first draft to completed conversion. Status advances automatically when you send — and closes when you convert. Your pipeline is always current.
- Six stages: Draft → Sent → Approved → Declined → Expired → Converted
- Auto-advances from Draft to Sent on email delivery
- Auto-sets Converted when an option becomes an order
- Filter the estimate list by any status
- List and card/Kanban view toggle
Scope & Context Capture
Attach a project title, timeline, and reference number to every estimate. Add notes the customer will see alongside context only your team needs. Structured billing flows through to the converted order intact.
- Project title, timeline, and external reference number
- Customer-visible notes and internal-only notes
- 10-field structured billing address per estimate
- Billing carries forward exactly to the converted order
- Estimate number uniqueness validation built in
Pricing
CoreXBiz Estimate is part of CoreXBiz Core — included with paid CoreXBiz subscriptions. No separate purchase, no add-on pricing.
CoreXBiz Estimate
Structured pre-order estimates that convert to orders with details intact
- Estimate CRUD — create, edit, duplicate, and manage all estimates
- Freeform and product-linked line items with quantity, pricing, tax
- Multi-option estimates — multiple pricing packages per estimate
- Estimate-to-order conversion — billing, line items, and product refs carry forward
- PDF generation and direct email delivery with CC & BCC
- Six-stage status workflow — Draft → Sent → Approved → Converted
- Estimate list with filter by status, customer, date, and text search
- Project title, timeline, reference number, and expiry date
- Customer online approval (shareable link) — Planned
- Configurable PDF templates — Planned
- Estimate revision history — Planned
No setup fees · Part of the CoreXBiz platform · Data stays on your server
Need onboarding support or custom configuration?
Workflow setup, team onboarding, and dedicated support for teams that need to hit the ground running from day one.
Contact UsPlatform Support
CoreXBiz Estimate runs on a platform-agnostic engine. Currently available as a WooCommerce integration — Shopify and additional platforms are planned.
Built for businesses where inquiry means defining a job, not just a price
CoreXBiz Estimate works across any operation where a customer's yes begins a defined piece of work.
Print Shop
A customer requests 500 custom folded brochures — three paper stock options, different finishing, different quantities. Build a multi-option estimate defining each variant with product line items and pricing. Customer confirms Option B. One click. The order is created with everything your production team needs.
Custom Fabricator
A client needs custom steel shelving — three bays, specific dimensions, powder coat finish. The estimate captures each component as a line item with material specs and pricing. When the client approves, the converted order carries the full breakdown. No re-entering the job specs.
Signage Company
A business needs outdoor signage — substrate, vinyl wrap, installation, and a rush surcharge option. Build the estimate with each element as a line item. Offer two packages: standard lead time and rush. Customer picks Standard. Convert. The order reflects exactly what was agreed.
Service Business
A client requests an ongoing service package — monthly retainer, ad-hoc hours, and a setup fee. The estimate defines each component with pricing and customer-visible notes. When they approve, the order is already structured. Nothing needs to be re-negotiated or re-described.
Event & Catering
A corporate client plans a 150-person dinner. The estimate covers menu items, staffing, equipment, and setup — each as a line item. Offer drinks-included and drinks-excluded packages. They pick one. The approved estimate converts to an order your kitchen and logistics team can execute from day one.
Renovation & Trades
A homeowner wants a bathroom renovation. The estimate breaks down materials, labor, and phases as structured line items with pricing. Add a project timeline and reference number. When they approve, the scope is committed — your crew has a starting point that matches exactly what the customer agreed to.
From inquiry to committed work — cleanly
Build the estimate
Define the work in full. Add product line items — from your catalog or freeform — with quantities, pricing, and discounts. Set a project title, timeline, and reference. Build multiple pricing options if the customer needs to choose. Attach notes your customer will see and context only your team needs.
Deliver it professionally
Generate a clean PDF and send it directly by email with CC and BCC control. Your customer receives a clear, structured document — all options, all pricing, all details — with an expiry date so the estimate stays current.
Convert and go
When the customer confirms, convert the approved option to a live order with one action. Billing, line items, quantities, and product details carry forward exactly. Your team has a job that is already defined — not a form to fill in from a phone call.
Ready to see how it works for your operation?
Frequently Asked Questions
What's available today, what's being built, and what's on the roadmap — each item clearly labelled: Available now, or Planned.
CoreXBiz Estimate is actively being developed. The answers below reflect what is available now and what is confirmed for future development — based on actual code and confirmed roadmap items. We do not publish delivery dates for unscheduled work. When something is planned, we say Planned.
From inquiry to committed work — cleanly.
Every estimate you send carries the job definition your team needs when the customer says yes.
Your data stays on your server. No lock-in. Cancel any plan, any time.