Understanding the estimate status stepper

Understanding the estimate status stepper is a refined operational playbook for Estimates teams in Klaus Connect.

Objective

Apply consistent stage progression through drafting, sent, signed, and completion states.

Article profile

• Primary audience: SALES
• Content type: CONCEPT

Primary app screens

• pages/portal/estimates/estimate-details.tsx

Execution workflow

1. Review each step’s entry/exit criteria with your team.
2. Move status only when evidence exists (sent timestamp, signature, payment, etc.).
3. Use blocked/on-hold notes for exceptions instead of skipping stages.
4. Audit estimates stuck in middle steps weekly.

Common failure points

• Advancing stepper without supporting documentation.

Handoff and follow-through

• Production/finance consume status for scheduling and billing.