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.

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