Status of Estimates


You can filter the list of estimates by the following statuses:

● Draft—estimate is created, but not sent to the customer yet

● Sent

● Accepted or declined

● Invoiced

● Expired—if the estimate validity date is already expired or if there is still no reply from the customer, therefore it is not in the status of Accepted, Declined or Invoiced.

An example of using filters. Manager Jones at the end of the month needs to check which estimates the customer is still considering. One by one he selects the statuses Draft, Sent and Expired in the filter. Jones pays attention to these estimates: sends reminders, negotiates. If necessary, changes the list and cost of services or goods. In the case of client acceptance, he converts it to an invoice.

The sales director can check if the managers have any abandoned estimates. To do this, he needs to select the status of estimate and the manager's name in the filter.