Invoice DocsEstimate List

Estimate List

The Estimate List page is the central place to manage all estimates. From this page, users can view, search, filter, create, edit, preview, and track estimates throughout their lifecycle. Estimate list page

What you can do

  • Create a new estimate
  • Search by number, title, customer, status, date, or amount
  • Filter using tabs (draft/sent/accepted/rejected/expired/converted)
  • Open estimate preview
  • Open estimate overview
  • Edit or delete an estimate
Create EstimateCustomers