Link Estimates to Deals

Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate.

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.

Important: this feature requires the paid Operations add-on.

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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.

From an Estimate

• Click the Send dropdown.

• Select Create Deal.

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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.

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.

Related articles

Unlink an Estimate

Remove the association between an estimate and a deal while keeping both records intact in PaintScout.

Create a Deal

Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.