Estimates List

Estimates List and Filtering

Access all your estimates from the Estimates page with powerful search and filtering capabilities.

List View Features

Table Columns

Column	Description
Checkbox	Select estimate for bulk actions (owners only)
Estimate #	Unique estimate identifier
Customer Name	Name of the customer
Amount	Total amount with currency
Status	Current status (color-coded pill)
Issue Date	When estimate was created
Valid Until	Expiration date for the estimate
Assigned To	Employee assignment (if applicable)
Actions	Quick actions (view, edit, change status, delete)

Sorting Options

Feature	Description
Column Sort	Click any column header to sort
Sort Direction	Toggle between ascending/descending
Default Sort	Newest first (by creation date)

Pagination Controls

Option	Description
Items per Page	10, 25, 50, or 100 estimates per page
Navigation	Previous/Next buttons
Page Jump	Jump to specific page number

Search and Filtering

Find estimates quickly with powerful filters:

Search Bar

Search Type	Description
Estimate Number	Search by unique estimate ID
Customer Name	Search by customer name
Customer Email	Search by customer email address
Description	Search in estimate description
Real-time Search	Results update as you type

Status Filter

Feature	Options
Available Statuses	Draft, Sent, Accepted, Declined, Expired, Converted
Selection Type	Multi-select to show multiple statuses
Filter Display	Active filters shown as removable chips

Date Range Filter

Filter Type	Options
Range Type	Filter by issued date range
Quick Presets	Last 7 days, Last 30 days, Last 90 days, This Year
Custom Range	Custom date range picker

Active Filters Management

Feature	Description
Display	Shown as chips above the table
Remove Filter	Click X on any chip to remove
Clear All	Reset all filters at once

Bulk Actions

Select multiple estimates to perform batch operations, saving time when managing large numbers of estimates.

Selecting Estimates

Feature	Description
Checkbox Column	Click the checkbox next to any estimate to select it
Select All	Use the header checkbox to select all estimates on the current page
Indeterminate State	Header checkbox shows a minus icon when some (but not all) are selected
Selection Count	Shows how many estimates are currently selected

Available Bulk Actions

When you have estimates selected, a bulk actions bar appears with the following options:

Action	Description
Change Status	Update the status of all selected estimates at once
Delete Selected	Remove all selected estimates (with confirmation)
Clear Selection	Deselect all estimates

Bulk Status Change

Change the status of multiple estimates simultaneously:

Select the estimates you want to update
Click Change Status in the bulk actions bar
Choose the new status from the dropdown
Confirm the change in the dialog

Estimates with CONVERTED status cannot be changed via bulk status update.

Bulk Delete

Remove multiple estimates at once:

Select the estimates you want to delete
Click Delete Selected
Review the confirmation dialog showing the number of estimates to be deleted
Confirm to permanently remove the selected estimates

Bulk delete is permanent and cannot be undone. All associated data including PDFs will be removed.

Bulk actions are only available to organization owners.

Tips for Efficient Search

Use the search bar for quick lookups by customer or estimate number. Combine multiple filters to narrow down results when managing large estimate lists.

Combine multiple filters for precise results
Use status filters to focus on actionable estimates (e.g., Accepted, ready for conversion)
Save time with date presets for common reports
Use bulk actions to update multiple estimates at once
Clear all filters to start fresh

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