How do I Manage my Estimates?

How do I Manage my Estimates?

You can edit and update your estimates to keep them organized. You have several options to manage your estimates effectively.

Managing Estimates

Open a particular estimate and click on the "More Actions" button at the top-right corner. You will have the following options:

• Send By Email: Click on the "Send by Email" option to send the estimate to your clients or anyone else.
• Share Via Link: Click the "Share Via Link" option to copy the estimate's link. If you don't want to send an estimate through email, you can send this link to share the estimate.
• Mark As Sent: You can mark the estimate as sent to change the status of an estimate.
• Convert to Invoice: You can convert an estimate into an invoice to pursue your business transactions.
• Duplicate: If you want to edit the estimate but keep the original one saved, you can make a duplicate estimate.
• Preview: The preview option will let you see the estimate's final look. This option will show you how the estimate will look when viewed by your client or someone else.
• Print: You can print the estimate for business use.
• Download PDF: This option allows you to download the estimate as a PDF file.
• Delete: You can delete an estimate if you don't need it anymore in your business record.

Edit an Estimate

Click the "Edit" button beside the "More Actions" button at the top-right corner. This option will let you modify and save the modified version of your estimate.