How to Mark an Estimate as Accepted

Estimates can be marked as Accepted to help organize which Estimates have been accepted and are ready to be converted to an Order.

Table of Contents

(1) Navigate to Estimates
(2) Select the Estimate you wish to mark as Accepted
(3) Navigate to the Status tab within the Estimate
(4) Note the current Order Status and Estimate Status within the Status section
(5) Update Estimate Status to Accepted
(6) Confirm the Estimate Accepted Date and Estimate Accepted Note
(7) Note the updated Estimate Status and the contained status message

(1) Navigate to Estimates

(2) Select the Estimate you wish to mark as Accepted

(3) Navigate to the Status tab within the Estimate

(4) Note the current Order Status and Estimate Status within the Status section

(5) Update Estimate Status to Accepted

Updating the Estimate Status to Accepted can differ based on the current Order Status and Estimate Status.

Current Order Status

Current Estimate Status

How to mark as Accepted

In Progress

Ready to Convert

Issued

Select the “Mark as Accepted” button within the Estimate Header or Estimate Status section
Select “Accepted” within the Estimate Status bar
Select the “Mark as Accepted” action within more options

New

In Progress

Ready to Convert

Not Issued

Invalidated

Rejected

Select “Accepted” within the Estimate Status bar
Select the “Mark as Accepted” action within more options

On Hold

n/a

Not available

(6) Confirm the Estimate Accepted Date and Estimate Accepted Note

Note:

The Estimate Accepted Date will auto generate at the date/time the Estimate is marked as accepted. This date can be overridden if needed. It is displayed within Estimate Status, the Action Log, and Estimate/Order Details.

The Estimate Accepted Note allows you to provide a comment regarding the acceptance of the Estimate. It is displayed within Estimate Status, the Action Log, and Estimate/Order Details.