A new "Getting Started" button on the Estimates page helps new users navigate the estimate creation process. We’ve also added a "Help" button to provide content and guidance, with plans to expand this resource.

The estimate share toolbar has been revamped for a more user-friendly experience.

The trial period for new users has been adjusted from 30 days to 14 days.

Resolved a bug on the Report tab that caused inconsistencies between rounded hours and decimal totals on estimates.

Thank you for using Simple Estimate!

View history can give you insights into your estimate share performance. You can visualize the data with a graph showing dates and viewing trends.

Hover over tooltip icons in the estimate setup for clear, quick explanations of each section.

The “Add New” button is now available at both the top and bottom of the estimate.

Easily add global elements without scrolling to the top of the page.

Resolved a movement issue with the note line type controller that caused unintended page shifting when hovering.

Simple Estimate v1.4.3

You can now create a shareable link directly from the estimate listing page! Simply click the three-dot menu next to an estimate and select "Share" to streamline client collaboration.

Add more detail and polish to your estimates with formatted text in the description. The new WYSIWYG editor allows for bolding, italicizing, bullet points, and more when creating a new estimate.

When starting an estimate from a template, the description will now pre-fill correctly, saving you time and ensuring consistency across estimates.

You can now easily modify values when starting from a template to create a new estimate. This gives you greater flexibility to customize estimates to fit specific project needs. (Change Rate cards, description, and more settings)

Simple Estimate v1.4.1

Improved tooltips are now available across the estimate-building process, offering users clear and actionable guidance for each section. These tooltips help users navigate and utilize features more effectively, improving confidence in building accurate estimates.

The Estimate Builder now highlights all editable sections, making it clear where users can customize content. This enhancement removes guesswork, creating a more intuitive editing experience.

Hovering over different sections highlights them and displays context-specific menus, making it easy to locate editing tools. The menu options are reorganized to guide users on which components—such as tasks and notes—are best suited for building structured, professional estimates.

The new interface includes improved colors, contrast, and icons, making key functions like “delete” more visible and easily accessible. This visual upgrade ensures that users can readily identify areas that are movable, editable, or have specific actions available.

Fixed an issue where new estimates created from templates did not automatically apply the template's rate card. Each new estimate will now inherit the template’s rate card, ensuring pricing consistency from the start.

Resolved a bug that prevented the template description from populating automatically in new estimates. Now, estimates generated from templates will automatically include the description, saving time and maintaining alignment with template specifications.

This release provides an updated Estimate Builder interface while ensuring templates are reliably applied to new estimates. Thank you for your continued feedback in helping us refine Simple Estimate!

Simple Estimate v1.3.19

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New users can now access a sample online share of an example estimate. This feature provides a visual starting point for how shares appear to clients, streamlining the onboarding experience and offering inspiration for creating their first estimate.

Resolved an issue where notes using bullets and numbers were not displaying as expected in PDF exports. Notes now retain the exact WYSIWYG (What You See Is What You Get) formatting, ensuring that list items appear consistently across all exported documents.

Simple Estimate v1.3.18

- Estimates Page: Enhanced readability by introducing text wrapping for line items in the Estimates view. This update makes it easier to review longer descriptions at a glance without additional scrolling or truncation.

Users can now edit essential details of an estimate directly from the Estimates page, improving workflow efficiency by reducing the need to navigate to multiple sections for minor adjustments. Click on the description or title area, and it will be editable.

: Resolved a character limit bug that prevented notes from saving correctly in certain cases. Users can now enter notes without experiencing unexpected truncation or save issues.

The request for editor access to the email system now provides more user information, such as first name, last name, and email.

This release is part of our commitment to simplifying and enhancing your project estimation process. As always, thank you for your continued feedback and support!

Simple Estimate v1.3.17

: All new customers will now see an improved example estimate, offering a clearer view of Simple Estimate’s capabilities right from the start.

: Default settings have been updated to better align with real-world customer usage, allowing for a more intuitive setup in organization settings and when sharing estimates.

: The new estimate template has been simplified to help users create and customize estimates with greater ease and efficiency.

: We have resolved an issue with the formatting of WYSIWYG notes during editing to ensure a consistent and clean presentation.

: Enhanced the handling of rounding and decimal settings for hours, now utilizing floating-point rounding for improved accuracy in time tracking.

Thank you for using Simple Estimate! Each update reflects our commitment to creating a simpler, more accurate estimation tool for service-based businesses.

Simple Estimate v1.3.15

You can now add negative line items within estimates! This allows you to easily apply discounts or reductions directly to your quotes without needing to adjust individual rates or totals. It simplifies pricing adjustments and enhances transparency for clients.

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We've enhanced estimate settings and monthly settings to support decimal values. This gives you more precision when defining time units, pricing rates, or custom settings that need finer control than whole numbers.

To better accommodate detailed time tracking and precise billing, you can now configure estimates to display breakdowns by minutes with an increased number of decimal places. This option can be set both at the company level and per individual estimate, giving you control over how granular your estimates are across different projects.

Simple Estimate v1.3.13

The notes editor now supports rich text and formatting, allowing users to enhance their notes with more expressive content.

Tooltips have been added to the Estimate Details page to help users better understand the components of the estimate, providing key information and guidance for an improved experience. The team will continue to add more information to guide users through estimate building.

The logo on the login and registration pages is now linked to Simplestimate.com, allowing users to easily navigate to the website's homepage.

The purchase modal now automatically populates the recommended seat count, making the purchasing process more efficient and user-friendly.

We are working on more updates to improve your estimation process. Stay tuned for the latest improvements!

Simple Estimate v1.3.2 Release Notes

We hope these improvements enhance your overall experience, and we’re committed to continuing to refine and optimize the platform. Thank you for your continued trust!