Articles on: Estimates

Managing Estimate Statuses

You can create and manage the stages an estimate goes through: from the moment it's been added to the moment it's no longer relevant.
These stages will help you track the life span of a particular estimate and receive stats on company's overall performance.

To create a new status for an estimate, click on the green "Plus" icon in the top right corner, give the status a name, priority and choose the group it belongs to:

You can also edit a status by clicking on the "Pencil" icon or disable/enable it by clicking in the "Eye" icon.

Once done, you can filter the estimates by the statuses they are in in the "Estimates list".

To learn about how to change the status of an estimate, follow the guides here.

Updated on: 09/01/2023