To view estimate listing page, access the sidebar menu, select sales>estimates. Listing page will appear.
You can Export estimate (Export option will not appear, if there are no estimates on the listing page) and can 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 and Pending for approval.
Additional filters will provide the option to sort estimates on the basis of: Customers, Estimate Status, 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 (Sent/ Unsent) and Action items.
In case of Draft Estimate, Actions items will have options to: View, Edit, Send estimate, Download pdf, Approve and Delete.
In case of Approved and sent estimate, Actions items will have options to: View, Send estimate, Download pdf, Convert to invoice and Delete.
In case of Approved and unsent estimate, Actions items will have options to: View, Edit, Send estimate, Download pdf, Convert to invoice and Delete.
In case of Converted to invoice, Actions items will have options to: View, Send estimate and Download pdf.
In case of Rejected estimate, Actions items will have options to: View, Edit, Download pdf and Delete.
The listing page will include pagination, allowing you to navigate directly to the first and last pages of the series, as well as switch between intermediate pages seamlessly.