How to Edit an Existing Estimate

Overview
Modify the details of a draft or waiting estimate before it’s accepted or converted.

Steps

1. Go to Finance > Estimates.

2. Find the estimate and open its “⋮” Action menu.

3. Click Edit.

4. Update any fields: header (dates, client, currency), line-items, discounts, or notes.

5. Click Save—the estimate retains its original number and status resets to Waiting (Not Sent) if you change key fields.

Tips

• After editing, resend the estimate so the client sees the latest version.

• Use the History icon at top right to review previous versions.

Troubleshooting / FAQs

• Q: Edits didn’t save.

  • A: Ensure you clicked the blue Save button at the bottom, not Cancel.

• Q: Client sees old version.

  • A: Manually click Send again to dispatch the updated estimate.