> 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/managing-estimates.md).

# Managing Estimates

{% hint style="success" %}
**Start here:** Use [Search for an Estimate](/support/estimating/managing-estimates/how-to-search-for-an-estimate.md) when you need to quickly find a job, customer, or estimate ID.
{% endhint %}

This section helps you manage estimates after they are created and sent. Review activity, work with sent-version history, find records quickly, export filtered results, and archive estimates without losing reporting access.

## What you can do in Managing Estimates

* Review estimate and invoice activity.
* Restore or download previous estimate versions.
* Search, filter, and export estimate records.
* Archive inactive estimates without losing reporting access.

## In This Section

* [Estimate & Invoice Activity](/support/estimating/managing-estimates/estimate-invoice-activity.md) — Review sends, views, acceptances, payment events, and other activity from the dashboard or sidebar
* [Restore an Estimate](/support/estimating/managing-estimates/how-to-restore-an-estimate.md) — Restore a previously sent estimate snapshot and replace the current version when needed
* [Download a Previous Version](/support/estimating/managing-estimates/how-to-download-a-previous-version-of-an-estimate.md) — Download an earlier sent estimate as a PDF from the activity history
* [Archiving Estimates](/support/estimating/managing-estimates/archiving-an-estimate.md) — Archive estimates to remove them from your active list while keeping them available for reports
* [Search for an Estimate](/support/estimating/managing-estimates/how-to-search-for-an-estimate.md) — Find estimates by contact name, estimate ID, address, value, or advanced search filters
* [Filter & Export Estimates](/support/estimating/managing-estimates/how-to-filter-estimates-and-export.md) — Apply multiple search criteria and export matching estimates to CSV

{% hint style="info" %}
Need broader performance data? See [Dashboard](/support/dashboard-and-reports/dashboard-search-reporting.md) and [Reports](/support/dashboard-and-reports/reports.md).
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.paintscout.com/support/estimating/managing-estimates.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
