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Estimates & Quotes

Estimate Pipeline Board

Move estimates through draft, sent, viewed, approved, and declined.
4 min read

Estimate Pipeline Board

Drag estimates through draft, sent, viewed, approved, and declined columns to match your sales pipeline.

Overview

The Estimate Board at /estimates/board is a Kanban view of estimates by status. Use it for pipeline reviews and quick status updates without opening each record.

How to access

  • Estimates → view toggle Board → /estimates/board
  • Or open /estimates/board directly
Requires estimates:view; moves and actions require estimates:update.

What you can do today

  • View columns: Draft, Sent, Viewed, Approved, Declined, Voided (plus converted estimates grouped separately).
  • Drag cards between columns to update status (except voided — see limitations).
  • Click a card to open /estimates/:id.
  • Card menu actions: send, approve, convert to job, message customer (when integrations allow).
  • New Estimate → /estimates/new.
  • Refresh board data after bulk changes elsewhere.

Prerequisites

  • estimates:view to open the board.
  • estimates:update for drag status changes and card actions.

Step-by-step

Update pipeline status

  1. Open /estimates/board.
  2. Find the estimate card.
  3. Drag it to the new column (e.g. Sent → Viewed).
  4. Confirm any prompt if the action has side effects (send/approve flows may open modals).

Convert from the board

  1. Move or open an Approved estimate.
  2. Use card Actions → Convert to Job.
  3. Follow prompts — navigate to the new job when complete.

Current limitations

  • Voided estimates cannot be moved on the board; void from detail instead.
  • Converted estimates appear in a separate area — they are no longer active pipeline items.
  • Board loads up to 500 estimates sorted by created date descending; use the list view for heavy filtering.

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