How to Manage Estimates 💼

1. Use the Quick Filters in the left corner of the screen to display the estimates that are: 

• Pending (Created + Sent) 
• Created 
• Sent 
• Accepted 

2. Use the Search field to search for a client name or estimate number.
3. Use the Sorting feature to sort the list by:

• Creation date 
• Issue date 
• Client name 

3. Use the Filtering feature to filter the list by: 

• Overdue status 
• Issue date 

4. Swipe left on an estimate to delete it, send it, or access the More menu to: 

   

• Mark estimate as sent
• Mark estimate as accepted  
• Duplicate 
• Convert to invoice  
• Delete 

Guide To Managing an Estimate

Tap any estimate to manage it individually. 

1. Tap the three-dot icon to be able to: 

   

• mark estimate as sent 
• mark estimate as accepted 
• duplicate 
• convert to invoice 
• download  
• view Estimate History
• delete 

You're all set to create, send, and track estimates with ease. Happy estimating! 🚀