Jawad Zafar Estimates – Proposals for Contractors

Description

Jawad Zafar Estimates lets a contractor price a job, send a branded proposal, get it signed online and track the deposit and stage payments, all from their own WordPress site. No monthly subscription and no client logins.

Try it before you install

• Live Preview: click the Live Preview button at the top of this page. A private test site opens in your browser with the plugin installed and sample clients and proposals at every stage. Nothing is installed on your site.
• Live demo as the business owner: open the admin demo to build and send a proposal. 15-minute sessions, no sign-up.
• Live demo as the client: on the demo home page, click Be the client to open a proposal, tick upgrades and sign it.
• Step-by-step guide: the documentation walks through every screen with screenshots.

Estimating

• Cost library of materials, labour, equipment and subcontract items, with CSV import and export.
• Line items with sections, quantity, unit, unit cost, waste % and markup.
• Quantity calculator for area, perimeter and concrete volume, in metric or imperial units.
• Overhead, contingency, import duty, freight, fees, discount and tax (VAT, GST or sales tax), added on top or included in prices.
• Live totals, plus direct cost, gross profit and margin that only you can see.
• Optional upgrades your client can tick on the proposal.
• Automatic versions: once a proposal is sent, every real change becomes a new version.

Proposals and e-signature

• A private link for each proposal. It works on phones and computers, and the client doesn’t need an account.
• Branded page with your logo, colour, scope of work, pricing, payment schedule and terms.
• The client ticks optional upgrades and the total updates straight away.
• The client signs by drawing or typing their name. Name, date, time and IP address are recorded.
• The client can request changes or decline, with a comment.
• Print or save as PDF from the browser.
• Your costs and markups are never sent to the client’s browser.

Payments

• Deposit (percentage or fixed amount) and a payment schedule by stage.
• Your bank transfer, cheque or cash instructions shown on the proposal.
• Record payments as they arrive and see what’s paid and what’s due at each stage.

Works in your country

• Setup wizard with presets for the UK, Ireland, US, Canada, Australia, New Zealand, The Bahamas, Cayman Islands, Jamaica, Trinidad and Tobago, Barbados, UAE, Saudi Arabia, South Africa, India and Pakistan: currency, tax name and rate, tax-inclusive pricing and units in one step.
• Sample cost items in metric or imperial units, priced roughly in your currency.

Email that reaches the inbox

• HTML emails with a plain-text version and a “Review and sign” button.
• Optional SMTP with presets for Gmail / Google Workspace, Outlook / Microsoft 365, Zoho, Brevo, SendGrid, Mailgun, Amazon SES, Hostinger, cPanel hosting email and Namecheap Private Email.
• SMTP can apply to this plugin’s emails only, so it never conflicts with another SMTP plugin.
• Inbox check: shows whether your From address, SMTP, SPF, DKIM and DMARC are set up.
• Send a test email and see a plain-language explanation of any error.

Logs and demo data

• Activity log of everything in the plugin, with filters and CSV export.
• Email log with delivery status, error details and one-click resend.
• One-click demo data: 6 clients and 6 proposals at every stage, so you can see how it all works. Remove it again in one click.

Pro version

Everything above is free and has no limits. Jawad Zafar Estimates Pro adds Modern and Minimal proposal designs, bundled fonts, online deposit payment with Stripe, automatic follow-up emails, PDF attachments, estimate templates and photos on proposals.

External services

Jawad Zafar Estimates does not connect to any external service by default and does not collect usage data. It only connects to the services below when you set them up yourself.

Your SMTP email service (optional)

If you turn on SMTP in Estimates → Settings → Email & SMTP, the plugin’s emails are sent through the SMTP server you choose, instead of your web server’s own mail function. This is used to deliver proposal emails, signed copies and notifications so they reach the inbox.

What is sent, and when: each time the plugin sends an email (when you email a proposal, when a client signs, when a notification goes out, or when you send a test email), it connects to that SMTP server with the username and password you entered and sends the email: sender and recipient addresses, subject and message (which includes the client’s name, the proposal title, total and a link to it). Nothing is sent if SMTP is off.

The settings screen offers presets that fill in the server address for these providers. You only connect to the one you pick:

• Gmail / Google Workspace (smtp.gmail.com), by Google: Terms, Privacy Policy
• Outlook / Microsoft 365 (smtp.office365.com), by Microsoft: Services Agreement, Privacy Statement
• Zoho Mail (smtp.zoho.com), by Zoho: Terms, Privacy Policy
• Brevo (smtp-relay.brevo.com), by Brevo: Terms of Use, Privacy Policy
• SendGrid (smtp.sendgrid.net), by Twilio: Terms of Service, Privacy Notice
• Mailgun (smtp.mailgun.org), by Mailgun: Terms of Service, Privacy Policy
• Amazon SES (email-smtp.us-east-1.amazonaws.com, or your own region), by Amazon Web Services: Service Terms, Privacy Notice
• Hostinger email (smtp.hostinger.com), by Hostinger: Terms of Service, Privacy Policy
• Namecheap Private Email (mail.privateemail.com), by Namecheap: Terms of Service, Privacy Policy
• Your hosting email (cPanel) and Custom: the mail server of your own hosting company or any server you enter. Its terms and privacy policy are those of your own provider.

DNS lookups (Inbox check)

When you open Estimates → Settings → Email & SMTP, the plugin looks up the public DNS records (SPF, DKIM and DMARC) of your own sending domain, using your server’s normal DNS resolver. Only your domain name is looked up. No data about you or your clients is sent.