From “I'll text you a price” to a signed document
Numbered estimates where every line carries its own tax: IVU, another rate, or none. Clients accept with a typed name and a drawn signature, on a link they open without an account.
A price said in a driveway is a future argument
You quote $2,300 standing in the client's driveway, and three weeks later they remember $1,800. The extra fixture nobody wrote down turns into a fight at payment time, and of the five quotes you gave this week, you can't recall which two never answered. With Mr. Cotiza, every quote is a numbered estimate the client signs.
You list the work line by line, each with its amount and its tax (IVU where it applies, nothing where it doesn't), and send it as a link. The client opens it on their phone without an account, reads it, and accepts by typing their name and drawing a signature, or declines with one tap.
What they signed is frozen exactly as it was, with the date and time, so there's a paper trail when the job is done. And when it is, the estimate becomes the invoice without retyping a line.
How estimates work
- 1
Set up your taxes once
Define the taxes you charge, like IVU at 11.5%, and pick one per line. Changing a rate later never rewrites an estimate you already sent.
- 2
Write the estimate
Pick the client and set how long the price is good for (30 days unless you change it). Then add a line with an amount for each part of the work.
- 3
Preview, then send
See exactly what the client will see, then send: the app copies a link you paste into WhatsApp, or opens WhatsApp for you with the message ready.
- 4
They sign on their phone
The client opens the link (no login, no app) and accepts with their name and a finger-drawn signature, or declines. Past its date, an estimate shows as expired and can't be accepted.
- 5
Turn it into the invoice
When the job is done, invoice from the estimate and every line and tax carries over.
The short version
Line items that explain the price
Separate lines for labor and materials show the client where the money goes, and each line taxes itself with the rate you picked.
Signed, with proof
The client types their name and draws a signature, and the acceptance records a snapshot of exactly what they approved.
Statuses that tell the story
Draft → sent → accepted or declined, with sent estimates expiring automatically past their validity date.
One step to invoice
An accepted estimate converts to a numbered invoice without retyping a line.
Common questions
- Does it email the estimate to my client?
- No. You send it where your clients actually answer: the app copies a link for you to paste, or opens WhatsApp with the message already written.
- If they accept, do I have proof?
- Yes: their typed name, their drawn signature, the date and time, and a frozen copy of exactly what they approved. It's a record of their consent, not a certified e-signature service.
- Can I save my usual prices?
- Not yet. Each estimate's lines are typed fresh; what you set once is your list of taxes.
Win the next job with less paperwork
Join the contractors running quotes, jobs, crews, and invoices on Mr. Cotiza. The profile is free. No credit card required.
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