Opportunity Estimates

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

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:

  1. Tabs: Open, Quoted, Lost.

  2. Each card is one estimate (bundle). Jobs are listed underneath. A service job shows a SERVICE badge.

  3. Open estimate → opens Estimate detail.

  4. Click a job row to open Job workspace.

  5. Header buttons:

    • Sales Desk

    • Present Pricing (needs at least 2 Open or Quoted estimates; otherwise disabled)

    • Create Estimate

  6. 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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