Managing Estimates

Manage your estimates with activity tracking, version history, search, export, restoration, and archiving.

Start here: Use Search for an Estimate when you need to quickly find a job, customer, or estimate ID.

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 — Review sends, views, acceptances, payment events, and other activity from the dashboard or sidebar

• Restore an Estimate — Restore a previously sent estimate snapshot and replace the current version when needed

• Download a Previous Version — Download an earlier sent estimate as a PDF from the activity history

• Archiving Estimates — Archive estimates to remove them from your active list while keeping them available for reports

• Search for an Estimate — Find estimates by contact name, estimate ID, address, value, or advanced search filters

• Filter & Export Estimates — Apply multiple search criteria and export matching estimates to CSV

Need broader performance data? See Dashboard and Reports.