How to Update the Status of an Estimate to Quote
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Go to the Estimate tab on the Opportunity.
Select the estimate that you would like to update.
Edit the scope of work , apply payment plan and apply the discount to each job.
Go back to the Estimate Details page and click the Change to Quote button in the top-right corner.
The estimate status will then change to Quote, and the contract will be attached.
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Other guides in Estimates
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