To learn how to view, edit or delete an estimate, follow these step-by-step instructions:
- Click on Sales > Estimates in the menu at the left of your screen.
- Find the estimate you want to view and click the arrow button to the right of that Estimate. Select View from the drop-down menu. An Estimate screen will open up. From there, you'll be able to look through your entire estimate, Convert to Invoice, Edit it, Send it, Export a PDF version, or Delete it, as shown in the image below.
- To edit an Estimate, find the estimate you want to edit and click the arrow button to the right of that Estimate. Select Edit from the drop-down menu. You'll be able to edit any of the data you entered when creating the estimate. Make any necessary changes and then click Save.
- To delete an Estimate, find the estimate you want to delete and click the arrow button to the right of that Estimate. Select Delete from the drop-down menu. You will be prompted to confirm the deletion of this estimate. Click OK.
You can also delete an estimate from the viewing screen.