All estimates start as drafts when initially created. These drafts are not factored into Win Rate calculations.

Once sent, the estimate status changes to Sent and is now included in Win Rate calculations. Keep in mind, even if you send it to yourself, the status will change. You can review who the estimate was sent to by checking its activity.

When someone views the estimate, it shifts to Viewed. Note that opening the estimate, even if sent to yourself, will change the status. For a link that doesn't trigger a view, you can use the preview link found in the copy estimate link section.

Once the estimate is accepted, it moves to the Accepted status. It's best to limit changes at this point, as customers have accepted it in its current state. If changes are necessary, utilize the additional work feature. If invoicing through PaintScout, make any changes directly to the invoice.

If the estimate is declined, its status changes accordingly. This can be manually done or, if enabled in settings, by customers. Review the estimate's activity for any notes or reasons provided for the decline.

On Hold status means that the estimate is temporarily paused and not actively being pursued. You or your customer can resume work by updating the status to accepted or declined.

Invoiced indicates that the estimate has been converted into an invoice and sent to the customer for payment. Invoiced estimates will still count towards your Win Rate.