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Estimates

See what you win— and why.

Track how your estimates perform — acceptance rates, total value and how quickly clients respond — so you can refine your pricing and close more of the work you quote for.

What you can do

Turn quotes into insight.

Know your numbers instead of guessing.

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Win rate & value

See accepted versus declined estimates and the total value of work you're winning.

⏱️

Turnaround time

Measure how long clients take to view and accept, so you can follow up at the right moment.

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By client & service

Spot which clients, services or markets you win most often — and which to rethink.

Quote smarter over time

Patterns you can act on.

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Trends over time

Watch acceptance rates and quote values move month on month.

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Spot what stalls

Find where estimates go quiet so you can fix pricing, scope or timing.

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Export & report

Pull the figures into CSV or PDF for reviews, planning or your accountant.

Decide with data

Quote with confidence, not guesswork.

When you know your real win rate and what drives it, every quote gets sharper. SwiftBooks Pro turns your estimates into a feedback loop that helps you grow.