How do I Edit an Estimate?

Estimates can be created as well as edited. An estimate is usually edited to make changes to its data instead of deleting it and creating a new one. The following steps will guide you through the entire process of editing an estimate.

Steps to Edit an Estimate

1. Log in and access Estimates App from your universal navigation menu bar.
2. Click on “By Status” and select “All” from left navigation panel.
   
3. You can view all estimates in the dashboard.
4. Click on “More Details(...)” icon near the estimate to be modified.
   
5. You can view the corresponding estimate, in which you can edit accordingly. For instance: here the estimate date is changed.
   
6. Finally, click on “Save” button to complete.

Related Links

• Print an estimate PDF
  
• Delete an estimate
  
• Archive an estimate
  
• Search for estimates