Estimate Details Page

Overview

The Estimate Details page displays all information about a specific estimate. Access it by clicking any estimate from the estimates list. The page is divided into two main sections: the left column contains estimate details, items, and customer information, while the right sidebar shows the total amount, PDF actions, and timeline.

At the top of the page, you'll find the estimate number and quick action buttons:

Back Button - Returns you to the estimates list
Edit - Open the estimate in the generator for full editing
Share PDF - Create a new shareable link with customizable expiration
Manage Shares - View and manage all shared links for this estimate
Send via Email - Send the estimate directly to the customer's email
Delete - Permanently delete the estimate (owners only)
Convert to Invoice - Convert an accepted estimate into an invoice

Estimate Details

The estimate details section shows core information about your estimate. Some fields are editable directly from this page using quick inline edits. For comprehensive changes (items, customer, etc.), use the Edit button in the header to open the full estimate generator.

Editable Fields

Field	How to Edit	Notes
Status	Click the status badge to open popover menu	Changes saved immediately. Options: Draft, Sent, Accepted, Declined, Expired
Description	Click edit icon to open text editor	Add or modify estimate notes. Save or cancel changes

Read-Only Information

Estimate Number - Unique identifier generated when the estimate was created
Issued Date - When the estimate was originally created
Valid Until - Expiration date for the estimate (how long the customer has to respond)
Exchange Rate - Shows currency conversion rate for non-USD estimates

Estimate Summary

This section displays all line items and the calculation breakdown.

Items List

Each item shows:

Product or service name
Model or SKU (if applicable)
Unit price
Quantity
Line total (price × quantity)

Calculations

Below the items table, you'll see the complete calculation:

Subtotal - Sum of all line items
Shipping - Delivery or shipping costs (if applicable)
Discount - Applied discount amount (displayed in green)
Tax - Tax amount with rate shown as percentage or fixed amount
- Tax included estimates show "(included)" next to the tax rate
Total - Final estimated amount

Customer Information

View complete customer details including:

Full name
Email address
Phone number
Complete billing address with zip code

This information is pulled from the customer record and cannot be edited directly from the estimate. To update customer details, go to the Editing Customers section.

Assigned Employee

Track which team member is responsible for this estimate.

When No Employee is Assigned

You'll see a placeholder with an "Assign Employee" button. Click it to open the employee selector and choose from your team members.

When Employee is Assigned

The card displays:

Employee name
Employee ID
Email and phone (if available)
Position and department (if specified)

You can Change the assigned employee or Unassign to remove the employee from this estimate.

Custom Fields

If the estimate includes custom fields, they appear in the "Additional Information" section. These are custom label-value pairs you added when creating the estimate, such as: