Editing an Estimate
It is possible to edit and update an estimate at any point of working with the client.
For that, first you need locate the relevant estimate:
with the help of the Live search;
from the Estimates list on the sidebar;
on the client's profile.
To edit, click on the "Pencil" button next to the estimation you would like to make changes to:
After editing, the total price for the estimate will be adjusted accordingly, ready to be sent to the client for the approval.
For that, first you need locate the relevant estimate:
with the help of the Live search;
from the Estimates list on the sidebar;
on the client's profile.
To edit, click on the "Pencil" button next to the estimation you would like to make changes to:
After editing, the total price for the estimate will be adjusted accordingly, ready to be sent to the client for the approval.
Updated on: 05/01/2023