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Accepted Estimates Report

Track all accepted (won) estimates with details on acceptance date, method, contact information, total value, and export data for analysis.

The Accepted Estimates Report in PaintScout shows every accepted estimate in your account with key details like acceptance date, method, contact, and total value.

What does the report include?

The summary table displays the following columns:

  • Acceptance Date: The date the estimate was accepted.

  • Estimate: Click the document number to open the estimate directly.

  • Estimate Type: Quickly see the type of project.

  • Contact Name: Click the client's name to jump straight to their profile.

  • Acceptance Method: See how the estimate was accepted—whether manually by the estimator, in preview mode on-site, or through the link emailed to the client.

  • User: The team member who created the estimate.

  • Total: The estimate's value at the time of acceptance.

Screenshot showing the Accepted Estimates Report summary table with columns for acceptance date, estimate number, type, contact name, acceptance method, user, and total

Graphs: Use the graphs at the top of the report to get a visual overview and explore the data in more detail.

Screenshot showing the Accepted Estimates Report graphs providing a visual overview of accepted estimates data

How do I filter the report?

Narrow your results by setting parameters in the Filters section on the right side of the page.

Screenshot showing the Filters section for the Accepted Estimates Report with options to set reporting parameters

How do I export the report?

Click the Export button in the Summary header to download a .CSV file to your device.

Screenshot showing the Export button in the Accepted Estimates Report summary header for downloading a CSV file

Have feedback on this report? We'd love to hear your thoughts! Click here to share your feedback and help us improve.

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Declined Estimates Report

Analyze lost projects by viewing declined estimates with breakdown by type, job size, decline reason, and team member.

All Estimates Report

Get a comprehensive view of all estimates in your account with status breakdowns, job size distribution, and type categorization.

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