After you have completed an Estimate and are ready to send it you will need to change each line item’s status from Draft to Quote in the "Status" column. This allows it to appear on the Estimate Document, allows you to email the Estimate, and makes the totals appear in the bottom right of the Estimate overlay.
To change the Status of Estimate line items, use the following steps:
- Navigate to the Estimate overlay.
- Click the button in the “Status” column which defaults to Draft. This button automatically cycles through different statuses. You will need it to read Quote.
- You can also select the check box for multiple line items, and click the status button above the grid to apply a new status.
- Click Save.