To view estimate listing page, access the sidebar menu, select sales>estimates. Listing page will appear.
You can Export estimate and Create new estimate from the estimate listing page.
You can also switch between different submodules of the sale section- you can switch between invoices, estimates and recurring invoices.
All the estimates created till date will be available in descending order i.e. latest created will appear first. You can search the estimates based on the customer name also.
Quick filter will be provided for sorting estimates on the basis of: Approved, Converted to Invoice, Pending for approval
Additional filters will provide the option to sort estimates on the basis of: Customers, Estimate Status (Draft, approved, pending for approval, converted to invoice, mail sent or not, Rejected), Date Range, Estimate numbers
List view will have the column to showcase: Customer name and estimate number, Estimate date, Expiry date, Estimate status, Estimate amount, Email status, Action items
In case of Draft Estimate, Actions items will have options to: View, Edit, Send estimate, Download pdf, Delete estimate
In case of Approved Estimate, Actions items will have options to: View, Download pdf, Delete estimate
In case of Converted to invoice, Actions items will have options to: View and Download pdf
In case of Rejected estimate, Actions items will have options to: View, Download pdf, Delete