How to update an estimate

Update an existing estimate so customer, line item, pricing, and approval information stays accurate.

1. Open Estimates

From the main navigation, select Estimates.

Estimates navigation with the estimate area selected
From the main navigation, select Estimates.

2. Choose an estimate

Select the estimate you want to update.

Use the filters button if you need to narrow the list before choosing an estimate.

Estimates list with the estimate to update selected
Select the estimate you want to update.

3. Edit estimate details

Open the estimate and select Edit Estimate.

Estimate details page with the Edit Estimate control visible
Open the estimate, then select Edit Estimate.

Update the estimate details, then select Update Estimate to save your changes.

Estimate edit form with the Update Estimate button visible
Update the estimate details, then select Update Estimate to save your changes.

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