Is an estimate the same as an invoice?

No. Use Estimate Studio before they buy. Use Invoice Studio to collect. Layouts are siblings so branding can match.

Can I save a rate card as a template?

Yes. Save template on the estimate, load it next time.

Send a quote PDF that matches the invoice you will send later

Line items, validity date, branding, live preview. Estimates are quotes. Invoices are bills. Same credit rules.

Estimate studio with line items and a validity date on the preview

Estimates answer "what would this cost?" Invoices answer "please pay." Mixing them in one PDF confuses clients. Estimate Studio is the quote: line items, validity date, branding, live preview.

Product: Estimate PDF generator.

Steps

Open Estimate studio from My tools.
Client block, line items, optional validity date, notes.
Logo and theme. Preview free.
Download PDF (1 credit first time). Save a template if this is a rate card.

Try it

Open estimate studio

Preview is free. 1 credit on first download. Claim 2 credits after you verify.

Open estimate studio

FAQ

Is an estimate the same as an invoice?: No. Use Estimate Studio before they buy. Use Invoice Studio to collect. Layouts are siblings so branding can match.
Can I save a rate card as a template?: Yes. Save template on the estimate, load it next time.