> 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/operations/deals/linking-estimates-to-deals.md).

# Link Estimates to Deals

To link an estimate to a deal in PaintScout, open the deal and click **+New** on the **Estimate** card. Each deal can have one estimate. Any invoices linked to that estimate also appear on the deal.

Linking an estimate keeps job details together and keeps your pipeline accurate.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## How to Link an Estimate to a Deal

### From the Deal Page

* Click **+New** on the Estimate card.
* In the **Add Estimate** window, you can either:
  * Create a new estimate from scratch.
    * **Contact Details** and **Job Address** fill automatically from the deal.
  * Search for an existing estimate to link.
    * Estimates shown in grey are already linked to another deal.

<figure><img src="/files/ZZfx4vp1EGtlqvirYJDX" alt=""><figcaption></figcaption></figure>

### From an Estimate

* Click the **Send** dropdown.
* Select **Create Deal**.

<figure><img src="/files/NzWKCif4Hk46aIm4wIaF" alt=""><figcaption></figcaption></figure>

***

## View a Deal From an Estimate

Once a deal is created, you can open it from the estimate:

* Click the **Send** dropdown, then select **View Deal**.
* Or click the estimate title, then select **View Deal**.

<figure><img src="/files/vlfNcE6ZhjjXqHm1xdWv" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Any invoice linked to that estimate also appears on the deal page. The **deal value** uses the invoice total when an invoice exists. If there is no linked invoice, it uses the estimate total instead.
{% endhint %}

&#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>Unlink an Estimate</strong></td><td>Remove the association between an estimate and a deal while keeping both records intact in PaintScout.</td><td><a href="/pages/z5i5kuELOF4fQDIVkviP">/pages/z5i5kuELOF4fQDIVkviP</a></td></tr><tr><td><strong>Create a Deal</strong></td><td>Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.</td><td><a href="/pages/7jP7s8KhGHrNn90uaYt1">/pages/7jP7s8KhGHrNn90uaYt1</a></td></tr></tbody></table>


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