It been mention before but we started using INVOICE ASAP app on our Ipad to do estimates. What we like it hooks up to our QuickBooks and give the customer a professional looking estimate sheet thru email.
Depending on your product https://mlsdev.com/blog/outsourced-it-services-guide, you may need to create more than one roadmap. For example, if you have a healthcare app that needs to meet HIPAA compliance, you'll need to outline the steps you'll take to achieve that goal.