Changelog

Follow up on the latest improvements and updates.

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We’re excited to introduce the latest updates and improvements to Simple Estimate. In this release, we’ve focused on enhancing usability, mobile responsiveness, and design consistency — all inspired by your feedback.
New Features & Updates
Updated WYSIWYG Editor for Notes and Descriptions
We’ve refreshed the design of the WYSIWYG (What You See Is What You Get) editor to align with our overall interface design. This update allows for more descriptive and visually appealing messages within your estimates, making your notes and descriptions clearer, more professional, and easier to read.
wysee-CleanShot 2024-12-17 at 09
Responsive Design for Estimate Share Links
First impressions matter, and now your shared estimates look sharp on any device! The estimate share link is now mobile-friendly, ensuring clients can view estimates on their phones or tablets with a clean, professional presentation.
responsiveCleanShot 2024-12-17 at 09
New Estimate Builder Interface
We’ve completely reimagined the estimate builder, making it more intuitive and user-friendly. This overhaul is the result of direct user feedback and is designed to streamline your workflow, reduce friction, and make it easier than ever to create accurate, winning estimates.
builderCleanShot 2024-12-17 at 09
These updates reflect our commitment to continuous improvement and customer obsession. We’re always listening, so please keep the feedback coming! Stay tuned for even more features and enhancements in future releases.
Have feedback or want to see something new? Let us know — we’re building Simple Estimate with you in mind.
Happy Estimating!
Registration Enhancements:
Mobile-Friendly Design:
The registration interface has been redesigned to ensure a seamless and responsive experience across all devices, including mobile.
Google Sign-In
: Introduced the ability to register and log in using Google credentials, streamlining the onboarding process and enhancing convenience.
Bug Fixes:
Rate Cards
  • Resolved an issue where users could navigate away from the Rate Card screen after deleting all content. Now, users must address any empty content before proceeding.
  • Ensured that the “Role Name” field cannot be left blank on any record within the Rate Card.
  • Enforced a requirement for at least one record to be present on any Rate Card, improving data integrity and user experience.
Updates
Expanded Notes Field
:
  • The Notes field now allows up to 4,000 characters (previously limited to 1,000 characters).
  • Enables more detailed project and estimate documentation without constraints.
Bug Fixes
Share Views Table Header
Resolved an issue where the table displaying views did not include a header.
  • Improved clarity and usability for tracking shared estimates.
  • Updated the column for views to track who has accessed shared estimates.
  • Differentiates between users and guests for better visibility.
Estimate Description Text
  • Updated and corrected the styling in the estimate description to closer match the fonts and styles.
For additional support or feedback, reach out to us at support@simplestimate.com.
New Features
Getting Started Guide:
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.
Enhanced Share Toolbar:
The estimate share toolbar has been revamped for a more user-friendly experience.
Updates
Trial Duration Update:
The trial period for new users has been adjusted from 30 days to 14 days.
Bug Fixes
Rounding Hours Display Issue:
Resolved a bug on the Report tab that caused inconsistencies between rounded hours and decimal totals on estimates.
Thank you for using Simple Estimate!
New Features
View Tracking and Analytics for Estimates
View history can give you insights into your estimate share performance. You can visualize the data with a graph showing dates and viewing trends.
CleanShot 2024-11-18 at 14
Tooltips for New Estimate Modal
Hover over tooltip icons in the estimate setup for clear, quick explanations of each section.
CleanShot 2024-11-18 at 14
Improved “Add New” Button Placement
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.
Bug Fixes
Style Fix in Notes Component
Resolved a movement issue with the note line type controller that caused unintended page shifting when hovering.
Simple Estimate v1.4.3
New Features
Share Option from the Estimate Listing Page
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.
CleanShot 2024-11-15 at 10
Rich Text Editing for Estimate Descriptions
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.
Bug Fixes
Template Descriptions Automatically Populating
When starting an estimate from a template, the description will now pre-fill correctly, saving you time and ensuring consistency across estimates.
Override Values When Starting from a Template
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
New Features
Enhanced Tooltips for Guidance:
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.
New Estimate Builder Interface:
Editable Area Visibility:
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.
Enhanced Hover & Menu Options:
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.
Enhanced Colors, Contrast, and Icons:
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.
Bug Fixes
Template Rate Card on New Estimates:
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.
Template Description Auto-Population:
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
Enhancements
Sample Online Share for New Users
:
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.
share-CleanShot 2024-11-07 at 09
Bug Fixes
PDF Export Formatting for Notes with Bullets and Numbers:
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
New Features & Enhancements
Text Wrapping on sections and tasks
- 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.
CleanShot 2024-11-04 at 14
Editing Estimate Details:
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.
CleanShot 2024-11-04 at 14
Bug Fixes
Bug- Notes Not Saving Properly (Character Limit Issue)
: 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.
Request Editor Email Improvements:
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
Enhancements
Updated Example Estimate for New Users
: All new customers will now see an improved example estimate, offering a clearer view of Simple Estimate’s capabilities right from the start.
Improved Organization and Share Settings
: 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.
Refined New Estimate Template
: The new estimate template has been simplified to help users create and customize estimates with greater ease and efficiency.
Bug Fixes
WYSIWYG Notes Formatting
: We have resolved an issue with the formatting of WYSIWYG notes during editing to ensure a consistent and clean presentation.
Rounding and Decimal Adjustments
: 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.
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