Opportunity Estimates
On this pageReading: Opportunity Estimates1 / 4
What this page is for:
Estimates on one opportunity, before they move to the Jobs card. Sold / Contracted / Closed do not stay on this card.
Where: Opportunity detail → Estimates
Card title: Estimates
Steps:
Tabs: Open, Quoted, Lost.
Each card is one estimate (bundle). Jobs are listed underneath. A service job shows a SERVICE badge.
Open estimate → opens Estimate detail.
Click a job row to open Job workspace.
Header buttons:
Sales Desk
Present Pricing (needs at least 2 Open or Quoted estimates; otherwise disabled)
Create Estimate
Empty: No estimates found. Footer hint: Select 2–3 Open or Quoted estimates to present pricing.
Related articles
Other guides in Estimates
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