Cost Estimates
QC Tool includes a full cost estimation workflow to price QC engagements, get client approval, and track invoicing.
Creating a cost estimate
Open the Cost Estimates section
Click Cost Estimates in the sidebar.
Create a new estimate
Click New Estimate and fill in the client, project name, description, and line items.
Add line items
| Field | Description |
|---|---|
| Description | What the task is |
| Unit | How you measure the work (per file, per hour) |
| Quantity | How many units |
| Unit price | Price per unit |
| Total | Calculated automatically |
Submit for approval
Click Submit for Approval when line items are complete.
Approval workflow
- QC Manager — internal review
- Client — client-side approval via secure link (no login required)
Clients can approve or reject estimates without creating an account.
Approval states
| Status | Description |
|---|---|
| Draft | Not yet submitted |
| Pending Internal | Awaiting QC Manager |
| Pending Client | Awaiting client |
| Approved | Fully approved |
| Rejected | Rejected (includes notes) |
| Invoiced | Invoice issued |
| Processed | Payment received |
Version history
All previous versions remain accessible for audit purposes. Click Create Revision to start a new version of an approved estimate.