Manage your estimates

Every estimate carries a status that tells you where it is in the sale.

Estimate statuses

• Draft: still being built, and the only state you can edit or delete.
• Open: marked as sent, and still within its valid-for period.
• Expired: marked as sent, but its valid-until date has passed.
• Zero Value: marked as sent with a total of zero.
• Approved: you have recorded the customer's yes.
• Rejected: you have recorded the customer's no.
• Invoiced: converted to an invoice, and locked for good.

The estimates list shows the status of every estimate, and you can narrow it with the All statuses filter at the top. An expired estimate has not gone anywhere: it is simply past its date, and you can still approve, reject, or convert it.

Record the customer's decision

On a sent estimate, choose Mark as Approved on the progress bar, or the Mark as Rejected button at the top. If a rejected quote comes back to life, make it a draft again to revise and re-send it.

Edit an estimate

Only drafts can be edited. On a draft, choose Edit, make your changes, then choose Save changes.

To change an estimate that has been sent, approved, or rejected, first choose Make Draft on the progress bar, then edit it. An Invoiced estimate can no longer be changed: the invoice is now the live document.

Delete an estimate

Only drafts can be deleted. On a draft, choose Delete and confirm. This cannot be undone. To delete a sent estimate, choose Make Draft first.