To view all your users in a tabular format along with their corresponding details, go to Estimates → choose Table View from the second column.
These details (columns in this case) include the estimate's:
Client
Date
Subtotal
Tax
Total
Status
Notes
Created on
Which you can further display or hide with a click on the Show icon → 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 for 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.
These details (columns in this case) include the estimate's:
Client
Date
Subtotal
Tax
Total
Status
Notes
Created on
Which you can further display or hide with a click on the Show icon → 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 for 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.