What this screen is for
An estimate is an approximate price offered before the work is fully specified — the figure may move once the job is measured. It carries the same standing as a quotation: nothing is owed, no stock moves and nothing posts to your books. The list shows each estimate's number, customer, date, amount and status, with a Total Value card rather than the Paid, Pending and Overdue figures used for invoices.
When to use it
Use an estimate where you want the customer to understand the price is indicative, and a quotation where you are prepared to stand by the figure. Both travel the same route onward, converting to a sales order, delivery order, proforma invoice or invoice, and the source document is stamped converted once you do.
What you see on this screen
The cards across the top read Total Value, Estimates and Customers. Because an estimate can never be owed, the Paid, Pending and Overdue cards are not drawn.
- Estimate # — the number on the estimate; click it to open. The salesperson is named beneath where one was set.
- Customer — who it was given to, with their reference number, a different ship-to address or a linked project underneath.
- Date — the estimate date, with how long ago it was created below.
- Due Date — the due date held on the document.
- Amount — the total, with the equivalent in your own currency beneath for a foreign-currency estimate.
- Status — see below.
- Actions — view, edit, print, and a menu with download, duplicate, email, WhatsApp, copy link and history.
Filters and actions
The search box matches estimate number, customer name and email. Show Filters adds Status, Customer, Payment Status, Estimate Date Range, Salesperson, an item search and an amount range, plus Sort By with a direction toggle. Chips switch on Overdue Only, Show Deleted and Newest or Oldest first. Rows can be ticked and printed together, or Bulk print will print every estimate matching the filters. Spreadsheet import is not offered here — it creates tax invoices, so it appears only on the Invoices tab.
Status values
- Draft — not yet issued.
- Sent — given to the customer.
- Viewed — the customer has opened it.
- Accepted — the customer has agreed to proceed.
- Rejected — declined.
- Expired — lapsed.
- Converted — already carried forward into another document.
- Cancelled — withdrawn.
Related
- Quotations — a firm offer rather than an indicative one
- Sales Orders
- Sales Invoices