Change the Line Item Status of Estimates

Within an estimate, you can change the status for individual line items or in bulk. The status of line items is found here on the Estimate overlay:

mceclip0_-_2020-11-10T101814.896.png

Clicking the status button next to each line item lets you change that line item to a different status. This button toggles through all the statuses—Draft, Quote, Won, and Lost. Any line items with a status of Draft cannot be sent to the potential client. 

To make a bulk change to statuses, select the check box for the line items, then click the appropriate status button at the top of the table.

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?