Estimate Statuses

Status Overview

PineBill uses six distinct status codes to track the estimate lifecycle:

Status	Purpose	When to Use
⚪ DRAFT	Estimate is being prepared	Creating new estimate Making edits before sending Incomplete estimate data
🔵 SENT	Estimate sent, awaiting response	Estimate delivered to customer Waiting for acceptance or decline
🟢 ACCEPTED	Customer agreed to the estimate	Customer confirmed the pricing and terms Ready to convert to invoice
🔴 DECLINED	Customer rejected the estimate	Customer does not agree to terms Pricing not accepted
🟡 EXPIRED	Past the valid-until date	Validity period has passed Customer did not respond in time
🟣 CONVERTED	Converted into an invoice	Estimate successfully turned into an invoice

Common status workflows:

Standard flow:

DRAFT → SENT → ACCEPTED → CONVERTED

Declined flow:

DRAFT → SENT → DECLINED

Expired flow:

DRAFT → SENT → EXPIRED

Revised flow:

SENT → DECLINED → (create new estimate with revised pricing)

Manual changes required:

Automatic behavior:

CONVERTED status is set automatically when you convert an estimate to an invoice
Once CONVERTED, the status is locked and cannot be changed

You can change the status of a single estimate in two ways:

From the estimate list: Click on the status badge to open the status selector
From estimate details: Click the status badge in the estimate details page

Update multiple estimates at once:

Bulk status change is useful for marking multiple expired estimates at once, or updating sent estimates to reflect customer responses.

The CONVERTED status is special:

Only estimates with ACCEPTED status can be converted to invoices. Make sure to update the status before attempting conversion.