All about creating and managing Estimates
The Estimates page is where you can access details and information for all of your estimates, including those that are still drafts, those that..
This article covers how to create a new estimate from the Estimates page. Note that the Estimates page is not the only place where..
This article explains how to change the contents of an existing estimate: title, pricing, tags, etc. If you want to change estimate status, such..
Note that this article explains how to manually send an estimate to the customer. If the customer has web portal access , the estimate..
For customers who have web portal access, this article explains how the estimate process works – from sending to commenting to approval. (If web..
This article explains how to manually change an estimate’s status. Manual status change can be done, for example, if you’ve sent the customer an..