Estimates: An Overview

Estimates are how you present proposed products and services to your client for approval before work begins. Once a client approves an estimate, it automatically converts to an invoice.

Navigating the estimates list

Go to Finances > Estimates. The list shows all your estimates in a table view with the following columns:

• Estimate number -- auto-assigned, but can be changed by clicking into the estimate

• Date

• Client and project -- the contact and project the estimate is associated with

• Status -- Waiting, Sent, Approved, In Revision, Declined, or Draft

• Amount -- the total value of the estimate

• Seen -- indicates whether the client has opened the estimate

• Linked -- shows any documents connected to this estimate, such as the invoice it converted to or any purchase orders generated from it

Searching and filtering

Use Smart Search to find estimates by number, client, or project. You can also filter by status (All, Sent, Pending, Archived) or by project and client using the filter dropdowns.

Quick view panel

Click the estimate number to open the quick view panel without leaving the list. The quick view shows:

• All products and services on the estimate, including images

• Approval status for each item

• Estimate breakdown including gross profit and margin

• Activity feed -- a full audit trail of everything that has happened on the estimate

• Notes -- internal notes attached to the estimate

• Documents -- any files uploaded to the estimate

Actions available from the list

Click Actions on any estimate to:

• Open the client view

• Download as PDF

• Send to client

• Mark as sent

• Reset all item selections

• Edit the estimate

Resetting all selections returns every item to Pending and automatically changes the estimate status to In Revision. This allows your client to re-review and re-approve the estimate.