> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/estimating/creating-estimates/estimate-actions.md).

# Estimate Actions

PaintScout provides 10 actions in the dropdown beside the Send button on every estimate. These let you preview, share, copy, download, invoice, template, and archive estimates.

<figure><img src="/files/unPqKdEt2uyLaFtzQ8jh" alt="Screenshot showing the dropdown menu beside the Send button with all available estimate actions"><figcaption></figcaption></figure>

{% tabs %}
{% tab title="Sales" %}
Sales users have access to **all actions** listed below, including Share with Staff, Save as Template, and Delete Estimate.

Depending on their [custom permissions](/support/account-settings/users-and-permissions/user-permissions.md), the Sales user can either only access their own estimates, or all estimates.
{% endtab %}

{% tab title="Team" %}
Team users can **view and send** estimates from all users but **cannot create** new estimates. They can Preview, Send, Copy links, and Download PDFs. They cannot Save as Template or Delete.
{% endtab %}

{% tab title="Painter" %}
Painter users have **limited actions** on estimates shared with them. They can Preview estimates and work orders, add additional work, and create invoices. They **cannot** send estimates to customers, save templates, or delete estimates.
{% endtab %}
{% endtabs %}

***

## 1. Preview/Accept

View the quote from your customer's perspective. Also useful for on-site presentations to close the job on the spot.

<figure><img src="/files/yf1kEiSIMAXDPwTjDkKD" alt="Screenshot showing the estimate preview from the customer&#x27;s point of view"><figcaption></figcaption></figure>

## 2. Share with Staff

Share the estimate directly with Painter and Sales users on your team. These users can only see estimates shared with them or ones they created. Select a recipient from the pop-up to send an email notification and make the estimate visible in their estimates tab.

<figure><img src="/files/Vzr53NAvSkzY1UXg5fPX" alt="Screenshot showing the Share with Staff popup with Crew and Sales user options"><figcaption></figcaption></figure>

## 3. Create Invoice

Automatically generate an [invoice](/support/invoicing-and-payments/invoices/creating-invoices.md) from the estimate. The associated invoice is then accessible directly from the estimate.

<figure><img src="/files/1PBZ95Bda6z0xE5eugiB" alt="Screenshot showing the Create Invoice action generating an invoice from the estimate"><figcaption></figcaption></figure>

## 4. Save as Template

Save the current estimate as a reusable [template](/support/customization/templates-and-presets/estimate-templates.md). Customize the template by removing personal details before saving.

<figure><img src="/files/CbvKBwfMytbuDCjMmH35" alt="Screenshot showing the Save as Template dialog for replicating estimates"><figcaption></figcaption></figure>

## 5. Copy Estimate Link

Generate a custom URL to share the estimate. Use the tracking link to monitor when the recipient views it, or use the preview link for internal team sharing.

<figure><img src="/files/oqVcpqHDez9IpUdwXL0l" alt="Screenshot showing the Copy Estimate Link options with tracking and preview links"><figcaption></figcaption></figure>

## 6. Copy Work Order Link

Generate a live URL to share the work order with your team via email, text, or any communication method. Changes update in real-time.

<figure><img src="/files/n5qLOXIOyZUB4YWJhIX7" alt="Screenshot showing the Copy Work Order Link option for sharing with the team"><figcaption></figcaption></figure>

## 7. Download Estimate & Download Work Order

Click on either option to initiate a download of the estimate to work order in PDF format.

<figure><img src="/files/x9qo4Ay0ux8dI3DtO3tP" alt="Screenshot showing the Download Estimate and Download Work Order PDF options"><figcaption></figcaption></figure>

## 8. Copy Estimate

Select this option to create an exact copy of the estimate. You can then make adjustments and use it for a future proposal.

<figure><img src="/files/bCgZMcSDx3KFdjwe4tHM" alt="Screenshot showing the Copy Estimate option for creating a duplicate of the estimate"><figcaption></figcaption></figure>

## 9. Archive Estimate

[Archive](/support/estimating/managing-estimates/archiving-an-estimate.md) the estimate as a soft delete. Archived estimates remain available in reports and can be [reactivated](/support/estimating/managing-estimates/how-to-restore-an-estimate.md) if a customer changes their mind or you need to mark the job complete.

<figure><img src="/files/7X2uhaDgsMsLhJVWedbb" alt="Screenshot showing the Archive Estimate option for soft deleting an estimate"><figcaption></figcaption></figure>

## 10. Delete Estimate

Permanently remove the estimate from your account. This action cannot be undone and the estimate cannot be recovered.

<figure><img src="/files/rCfOT6yjN35NYAIiuyOp" alt="Screenshot showing the Delete Estimate option for permanently removing an estimate"><figcaption></figcaption></figure>

## Related articles

* [The Estimate Page](/support/estimating/creating-estimates/introduction-to-the-estimate-page.md) — Learn the main layout and controls on an estimate
* [Sidebar Overview](/support/estimating/creating-estimates/sidebar-overview.md) — Use the sidebar for activity, follow-ups, terms, and payments
* [Filtering the Dashboard](/support/dashboard-and-reports/dashboard-search-reporting/filtering-on-the-dashboard.md) — Narrow results by date, estimate type, and estimator
* [Archiving Estimates](/support/estimating/managing-estimates/archiving-an-estimate.md) — Remove estimates from your active list without deleting them


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