> 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="Screenshot showing the Estimate card on a Deal page with options to create a new estimate or search for an existing one"><figcaption></figcaption></figure>

### From an Estimate

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

<figure><img src="/files/NzWKCif4Hk46aIm4wIaF" alt="Screenshot showing the Create Deal option in the Send dropdown on an estimate"><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="Screenshot showing the View Deal option from an estimate"><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 %}

## Related articles

* [Unlink an Estimate](/support/operations/deals/how-to-unlink-an-estimate-from-a-deal.md) — Remove the association between an estimate and a deal
* [Create a Deal](/support/operations/deals/how-to-create-a-deal.md) — Create a deal, assign an owner, and link a contact
* [Introduction to Deals](/support/operations/deals/introduction-to-deals.md) — Understand how deals support sales and production workflows


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