> 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

Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive.

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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-750ce278fe7ab7eb844fa2e71cb628b7fd7a767c%2F1e97cdd60dbc401063331297_Screenshot_2024-04-05_at_11_49_13_AM.png?alt=media" alt=""><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.

Sales users without access to other users’ documents can only see estimates shared with them or ones they created. To choose between Share with Staff and giving full access, see [Share With Your Team](/support/estimating/sending-and-acceptance/how-to-share-estimates-and-work-orders-with-your-team.md).
{% 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](/support/account-settings/users-and-permissions/painter-user.md) have **limited actions** on estimates shared with them. They work from the job view on their schedule, where they can view the work order and, depending on their permissions, add additional work and payments.
{% 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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-d2b4b7dd8e0a1f61adaccb15b9ba6ef83ff97a15%2Ff0007ee189f1ef197d8ee53f_Screenshot_2024-04-05_at_11_54_12_AM.png?alt=media" alt=""><figcaption></figcaption></figure>

## 2. Share with Staff

Share the estimate directly with Sales and Team users. While Team users can see all estimates, Sales users with restricted permissions 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.

{% hint style="info" %}
For accounts with [Painter users](#painter), painters aren’t listed in **Share with Staff** as they don’t have access to estimates in the app.

To send a painter the work order, switch to the **Work Order** tab, click **Send,** and choose the painter from the **To:** dropdown. Painters also see their work orders on their schedule once their crew is assigned to the job on the Production Calendar.
{% endhint %}

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-a8c51e55981f382cd1f4332c2eafadb115e4d45f%2FScreenshot%202026-10-19%20at%2011.44.20%E2%80%AFAM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-1cd9d607bb22e767be845b17f4ff476c3a8eeaf8%2F24e0d14b0bf8644da06ffd87_Screenshot_2024-04-05_at_12_03_55_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-f0d681605af3c3fba36c02356f8b8053bb4bd479%2F909452ca7314f899e91c3901_Screenshot_2024-04-05_at_12_05_32_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-03185054a56fb20cf3a9c5e30f240044aca91146%2F2c1615ca641bc690f579ecbe_Screenshot_2024-04-05_at_12_06_27_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-650d7ce918a5b46a142e496c49b9083af71a773b%2F436dad974811a67fdd7d6ad6_Screenshot_2024-04-05_at_12_07_02_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-aeade8b802fe5e96123065c20b5fe86c48e1f03b%2F39676950edd4e38696891630_Screenshot_2024-04-05_at_12_11_51_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-e2c5715691dfa5ac118d7825b851d420accb0155%2Fac16f03c256fdf9f6f1a4b1e_Screenshot_2024-04-05_at_12_08_17_PM.png?alt=media" alt=""><figcaption></figcaption></figure>

## 9. Archive Estimate

[Archive](/support/estimating/managing-estimates-and-work-orders/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-and-work-orders/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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-56f92797d6f884c61d907213e71670e22b6853fa%2Fc1fa35acf6ac3b8643a7d329_Screenshot_2024-04-05_at_12_07_52_PM.png?alt=media" alt=""><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="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-ce610cbd9875885147bc9b9e7f683acd935c9b74%2F54a04ce6701f18b6ce19d7ec_Screenshot_2024-04-05_at_12_10_07_PM.png?alt=media" alt=""><figcaption></figcaption></figure>

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>The Estimate Page</strong></td><td>Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu.</td><td><a href="/support/estimating/creating-estimates/introduction-to-the-estimate-page.md">The Estimate Page</a></td></tr><tr><td><strong>Sidebar Overview</strong></td><td>Navigate the estimate sidebar menu including activity, chat, follow-ups, calculations, presentation, terms, and payment settings.</td><td><a href="/support/estimating/creating-estimates/sidebar-overview.md">Sidebar Overview</a></td></tr><tr><td><strong>Archiving Estimates</strong></td><td>Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports.</td><td><a href="/support/estimating/managing-estimates-and-work-orders/managing-estimates/archiving-an-estimate.md">Archiving Estimates</a></td></tr><tr><td><strong>Filtering the Dashboard</strong></td><td>Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.</td><td><a href="/support/dashboard-and-reports/dashboard-search-reporting/filtering-on-the-dashboard.md">Filtering the Dashboard</a></td></tr></tbody></table>


---

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