How to Update the Status of an Estimate to Quote

1 min readUpdated Oct 8, 2026AllHow ToSuggest edit
  1. Go to the Estimate tab on the Opportunity.

  2. Select the estimate that you would like to update.

  3. Edit the scope of work , apply payment plan and apply the discount to each job.

  4. Go back to the Estimate Details page and click the Change to Quote button in the top-right corner.

  5. The estimate status will then change to Quote, and the contract will be attached.

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