> 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=""><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=""><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=""><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=""><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=""><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=""><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=""><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=""><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=""><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="/files/7X2uhaDgsMsLhJVWedbb" 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="/files/rCfOT6yjN35NYAIiuyOp" 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="/pages/SZc03R9HPaOq4rzBzgt0">/pages/SZc03R9HPaOq4rzBzgt0</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="/pages/oA01jFd17VI7neQJkSxV">/pages/oA01jFd17VI7neQJkSxV</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="/pages/frJKWhVmagRt2FQvrw6N">/pages/frJKWhVmagRt2FQvrw6N</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="/pages/OFqpEVDNn6IGIcVQSdh0">/pages/OFqpEVDNn6IGIcVQSdh0</a></td></tr></tbody></table>


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