Estimates Quick Entry widget
Search for or update an existing estimate, or create a new estimate with lines:
- View or edit an existing estimate: Expand the top line to view or edit the estimate header. Expand any estimate line to view or edit the line details.
- Create an estimate: Click and fill in the header fields. Click .
- Add a line to an estimate: Click , fill out the line detail information, and click Save.
- Undo a change: On a new estimate or line, click to cancel the change. On an existing estimate or line, click to return to the last saved version of the estimate.
Filter: If a customer or prospect filter is set in the Customer/Prospect Lookup widget, that customer or prospect is used by default when creating an estimate here. If an item filter is set in the Item Lookup widget, that item is displayed here. You can clear the filters to display other customers or items here.
Drillback: Click View Details in Application to open the Estimates Quick Entry form. Use the application form if you want these features:
- Delete an estimate or line
- Add notes or documents to the estimate or line
- Send an email related to the estimate or line
- Create multiple new estimate or lines without saving
- Get help about a specific field
- Export to Excel