An estimate is a quote you send a customer. Every estimate is attached to one deal. Open one from the deal's right rail or from the Estimates tab.
Built vs. Uploaded
There are two kinds of estimate. The detail page looks slightly different for each.
- Built — line-item editor in the middle of the page, tax picker, totals recompute as you type. We render the PDF for you.
- Uploaded — you drag in your own PDF (e.g. exported from your existing quoting software). The middle of the page shows a preview of your PDF instead of a line-item editor; tax + total fields are read-only because we can't parse them out of your file. See Uploading your own quote PDF.
How the page is laid out
- Header — estimate number (e.g. EST-0014), title, status badge (Draft → Sent → Accepted / Declined / Expired), download-PDF button, send button.
- Left rail / sidebar — customer + meta. Customer name, email, phone (snapshot from the deal's primary contact at creation; editable independently), expiry date, internal note, currency.
- Middle — content. For built estimates: line-item editor + tax selector + totals card. For uploaded: PDF preview.
- Right rail — audit + actions. Created/updated timestamps, sent timestamp, the recipient list, the acceptance audit trail (signer, IP, browser, timestamp, PDF hash) once accepted.
The status flow
- Draft — only your team can see it. Edit anything. For uploaded, you can replace the PDF.
- Sent — the customer has a public link. Editing is locked because they're looking at it. (You can still copy and create a new draft, then resend.)
- Accepted — the customer typed their name and clicked Accept on the public page. We email a confirmation to the signer + estimate owner + workspace owner with the audit trail attached. The downloaded PDF includes a Certificate of Acceptance page.
- Declined — the customer typed their name and clicked Decline. Reason captured if they typed one.
- Expired — the expiry date passed without a response. The customer's link is dead; resend a new draft if you want to revive the conversation.
How it relates to the deal
Every estimate belongs to one deal. Estimate creation, send, and accept events appear on the deal's timeline as headline rows. Customer name, email, and company on the estimate are snapshotted from the deal's primary contact at the moment you create it — editing the contact later doesn't change what was already sent.
Sending and resending
The Send button opens a recipient picker pre-filled from the linked contact. You can add CCs, edit the email body, and send. We attach the PDF and add a public link the customer clicks to view + accept. See Sending a quote.
Resending the same estimate is fine — same link, the customer state isn't reset. To send a revised version, click Copy from the ⋯ menu, edit the new draft, and send that one.
Tax rates and currency
Tax rates are workspace-wide and region-keyed (Canadian preset, Australian preset). Each estimate has one currency, set at creation, that drives every line and the total. The tax-rate picker filters to rates whose currency is unset or matches the estimate's currency. See Tax rates.
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