How To Accept The Estimate Sent?

Accepting or declining estimates sent by your company is a straightforward process within the Sales Module. This guide provides simple steps to view, accept, or decline estimates, enabling seamless communication between you and your company regarding proposed services or products.

Accessing the Estimates Section

• Open the Sales Module of your system.

• Navigate to the estimates section, typically found in the main menu or sidebar.

Viewing the Estimate

• Locate the estimate you wish to review by its ID or other identifying information.

• Click on the estimate ID to view the details of the estimate.

Reviewing and Editing (Optional)

• Upon viewing the estimate, review its contents for accuracy.

• If necessary, you can edit the estimate to make adjustments before acceptance or rejection.

Accepting or Declining the Estimate

• To accept the estimate, simply click on the "Accept" button provided.

• Conversely, to decline the estimate, click on the "Decline" button.

• Confirm your decision when prompted.

Viewing the Estimate Status

• After accepting or declining the estimate, you can view its updated status in the estimate listing page within the Sales Module.

• The status will reflect whether the estimate has been accepted, declined, or is still pending.

Downloading and Printing the Estimate

• If needed, you can download and print the estimate for your records or further review.

• Look for options to download or print the estimate within the estimate details view.

By following these simple steps, you can efficiently accept or decline estimates sent by your company, ensuring clear communication and prompt action regarding proposed services or products. This streamlined process enhances collaboration and facilitates effective decision-making within your organization.