Who this is for: Managers | Vertical: Freelance / Creative
💼 What makes this vertical different
Freelance estimates are built around deliverables and time — not materials and labor phases. Each section of the estimate covers a separate cost category: scope, rush, revisions, and licensing. Each section is collapsible so you show the client only what applies to their project.
Project Scope #
The Project Scope section is where your deliverables go. Each row shows the deliverable label, complexity level, and estimated hours. Toggle each deliverable on or off to include or exclude it from the estimate. The Freelance SmartScope — tap Freelance Tools in the SmartScope strip — calculates scope rows based on deliverable type and complexity and inserts them automatically.
Rush Fee #
The Rush Fee section handles expedited delivery pricing. Each rush row has a toggle — enable it to add the rush fee to the project total. If there’s no rush component to this project, leave the section collapsed.
Revision Budget #
The Revision Budget section prices your revision rounds. Each row shows the hours per round. Toggle rounds on or off to include them. Setting a clear revision budget upfront prevents scope creep — the client sees exactly what’s included before they sign.
Usage & Licensing #
The Usage & Licensing section covers rights and licensing fees — web use, print rights, exclusivity windows, or any license the deliverable carries. Toggle each licensing row to include or exclude it. If the project has no licensing component, leave this section collapsed.
From Catalog #
The From Catalog section lets you pull items from your Service Catalog, Product Catalog, or Package Builder — tap Add from Services, Products or Packages to open the picker. Use this for standard deliverables you’ve pre-priced in your catalog so you don’t have to re-enter them each time.
Pricing Controls and summary #
The Pricing Controls section and Estimate Summary work the same as the standard estimate builder — markup, discount, rounding, sales tax, commission, and payment schedule are all here. See Add Costs, Allocation, and Markup to Your Estimate for a full walkthrough of these controls.
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