SubAddons Estimate, Quote & Invoice Builder

Create professional estimates, quotes, and invoices directly in Google Docs with SubAddons Estimate, Quote & Invoice Builder.

Simplify your business document workflow with customizable document templates, client records, automatic pricing calculations, flexible tax settings, and invoice tracking. Add products or services, configure pricing, apply your branding, and insert professionally formatted business documents into your active Google Doc.

Whether you are a freelancer, consultant, contractor, agency, or small business, SubAddons helps you prepare accurate estimates, professional quotes, and organized invoices without manually calculating totals or formatting every document from scratch.

KEY FEATURES:

📄 Create Estimates, Quotes & Invoices

- Create detailed estimates and customer quotes.
- Generate invoices with separate invoice numbering.
- Configure quote and invoice numbering sequences.
- Add issue dates, due dates, and invoice descriptions.
- Convert an existing estimate or quote draft into an invoice.
- Insert formatted documents directly into Google Docs.

🧮 Automatic Pricing & Tax Calculations

- Add multiple products or service line items.
- Configure quantities, units, rates, and discounts.
- Automatically calculate subtotals and document totals.
- Apply primary and optional secondary taxes.
- Configure tax calculation methods and tax basis.
- Add extra charges and document-level discounts.
- Configure rounding and decimal precision.
- Review detailed pricing breakdowns before inserting documents.

👥 Client Management

- Save and manage client records.
- Store client names, email addresses, company names, and addresses.
- Select saved clients when preparing estimates, quotes, and invoices.
- Reduce repetitive data entry for recurring customers.

💳 Invoice Tracking & Payment Status

- Maintain an invoice register within the add-on.
- Track unpaid, partially paid, and paid invoices.
- Record the amount received against an invoice.
- Automatically calculate the remaining balance.
- Add payment instructions to invoices.
- Access generated invoice documents through their recorded links.

🎨 Professional Document Templates & Branding

Choose from four document styles:

-> Modern
->Professional
-> Classic
- >Minimal

Customize your business documents with:

- Company name and contact information.
- Business logo through image upload or public image URL.
- Custom document titles and descriptions.
- Proposal validity periods.
- Terms and conditions.
- Payment instructions and notes.
- Signature sections.
- Configurable item table columns and headings.

📋 Reusable Templates

- Create and save reusable estimate and quote templates.
- Load previously saved templates.
- Duplicate templates for different customers or projects.
- Import and export templates.
- Delete templates you no longer need.
- Maintain consistent document structures across recurring projects.

📥 CSV Import & Export

- Import line items from CSV files.
- Export line-item data for external workflows.
- Support product codes, units, quantities, rates, discounts, and custom fields.
- Simplify data entry for estimates containing multiple products or services.

⚙️ Flexible Business Settings

Configure your preferred:

- Currency symbol and number formatting.
- Decimal places and number separators.
- Default units of measurement.
- Tax rates and calculation settings.
- Default discounts and additional charges.
- Company and branding information.
- Custom item fields.
- Document styles and table layouts.

💾 Automatic Draft Recovery

- Automatically save working drafts.
- Recover draft information when returning to the add-on.
- Keep settings, clients, templates, and draft information in browser-local storage.
- Separate locally stored data by billing account.

 WHO CAN USE THIS ADD-ON?

SubAddons Estimate, Quote & Invoice Builder is designed for:

- Freelancers and independent professionals.
- Consultants and business advisors.
- Small businesses and startups.
- Contractors and service providers.
- Digital marketing and creative agencies.
- Sales and project-based teams.
- Professionals who regularly prepare customer estimates, quotes, and invoices.

WORK DIRECTLY WITH GOOGLE DOCS

Prepare your business documents within the Google Docs environment.

Add clients, organize products and services, configure pricing, apply your branding, and insert formatted estimates, quotes, and invoices into your active document.

Use Google Docs' built-in download and export options when you need a PDF copy of your completed document. And you can directly attach as an email with native docs feature.

 IMPORTANT INFORMATION

- This add-on creates and inserts formatted documents into Google Docs.
- PDF downloads are available through Google Docs' built-in export options.
- Invoice records, client information, templates, and drafts are stored in browser-local storage.
- The invoice register is not a cloud-based accounting or invoicing database.
- The add-on records invoice payment status and amounts but does not collect payments or process financial transactions.

Simplify your business documentation with SubAddons Estimate, Quote & Invoice Builder.