How do I find a required estimate?
You can quickly find required estimates by using the search feature.
You can filter estimates by client, estimate name, estimate number, date, amount of estimate, status and currency.
You can use bulk actions for estimates by marking the check-boxes on the grid.
Available bulk actions:
– archive – archive estimates
– delete – delete estimates
– send to client – send estimates to the related clients
– approve estimate – change status of estimates to ‘accepted’
– create PDF
Row end menu
The row end menu includes estimates actions…
edit – open and edit page
view estimate – open estimate preview
send to client – send by email to chooses contacts of client
approve estimate – accept
clone estimate – create a new estimate with the same data
convert to project – create a project based on this estimate
generate invoice – create an invoice based on this estimate
mark as sent – change status of estimate to ‘sent’ without sending to client
archive – move to ‘archived’ tab
delete – move to ‘deleted’ tab