This page shows all active estimates, with the most recent on top. The Estimate List is customizable and allows filtering. By clicking on column headers, the columns can be sorted or re-arranged.



The Days Left column shows the amount of time until the estimate expires. Expired estimates are automatically removed from the list. 


The Estimate List also allows you to download the documents in PDF or Excel format.


From the Estimate List any active estimate can be converted into project. Clicking Start Project will open a project workflow, where data from the estimate can be reviewed and more details added.