Estimates Table View

Learn about the Estimates Table View.

Written by AndreiLast update 11 months ago

To view all your Estimates in a tabular format along with their corresponding details, go to Estimates ā†’ choose Table View from the second column.

These details (columns in this case) include the estimates:

  •  Client

  •  Date

  •  Subtotal

  •  Tax

  •  Total

  •  Status

  •  Notes

  •  Created on

Which you can further display or hide with a click on the Show icon ā†’ Check/Un-check the box in front of them.

For information about a specific estimate or its client, use the Add Filter option in the top left corner.

You can also export projects together with the chosen filters and columns as a CSV or ZIP file from the Export as button.

NOTE: This view is useful when you need to see which proposals are still open so you can follow up on your clients if they've viewed them or revise the initial conditions to make them more attractive.

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