This section focuses on how to manage, edit, and process estimates once you have created them. In the sections below we will cover available functions by each estimate status. Got a quick question? Check out our Estimates FAQs. 

The statuses of an estimate are:

• Draft
• Sent
• Approved
• Rejected
• Invoiced
• Archived

First, navigate to the Estimates Dashboard by going to Sales>Estimates. 

Use the filters on the right-hand side, to sort estimates by status. From there you can select the estimate that you want to edit by just clicking on the estimate within the list. 

Draft Estimate

A draft estimate has not been shared with a client and is fully editable.

Functions available for a Draft Estimate: 

Send to Client

When you are ready to send the estimate out, select send to the client. The email will be sent to the client via email (and SMS text if the SMS transactional texts for estimates feature is enabled), then the estimate status will update to Sent.

Mark as Sent

This marks the estimate as sent in the system without sending it to the client. For the scenario, in which you delivered the estimate by other means.

View Estimate

Allows you to preview the PDF version of the estimate.

Download

This will download a PDF version of the estimate to your device.

Print

This will open a new window that will allow you to print or save a PDF version of the estimate.

Copy Estimate 

This creates a new estimate. It allows you to copy the estimate you are doing this action from, assign it to a client, and edit it as a new estimate. This is a great feature when you are creating multiple similar estimates. 

Edit

Allows you to fully edit your estimate including adding/removing items, notes, and etc. 

Archive

This puts an estimate in historical status and no longer visible in the Estimate Dashboard.

Sent Estimate

A sent estimate has been shared with the client.

Functions available for a Sent Estimate:

Approve

An approved estimate is assumed to have been approved by the client, therefore once approved an estimate cannot be edited. This will change the estimate status to Approved.

Download

This will download a PDF version of the estimate to your device.

Print

This will open a new window that will allow you to print or save a PDF version of the estimate.

Issue Invoice

Generates an Invoice from the Estimate. Changes Estimate status to Invoiced. Immediately the invoice will pop up and allow you to edit or process it.  

Send Reminder

Sends an email (and SMS text if the SMS transactional texts for estimates feature is enabled) to the client, reminding them to respond to the estimate. 

*An automated reminder will be sent to the client when the estimate is close to expiration. 

View Estimate

Allows you to preview the PDF version of the estimate.

Edit

Allows you to fully edit your estimate including adding/removing items, notes, require signature, etc. 

Reject

This puts an estimate in rejected status that cannot be modified or sent.

Copy Estimate 

This creates a new estimate. It allows you to copy the estimate you are doing this action from, assign it to a client, and edit it as a new estimate. This is a great feature when you are creating multiple similar estimates. 

Send to Client

This action will send the original email (and SMS text if the SMS transactional texts for estimates feature is enabled) to the client again. This is different than the send reminder action because this notification doesn't mention 'reminder' in the email. It just sends the original email again.

*To view/edit the content on this email, go to Settings > Email Templates > Payments > New Estimate. 

Approved Estimate

An approved estimate has received approval from the client via the portal or marked approved by the business.

Functions available for an approved estimate:

Issue Invoice

Generates an invoice from the estimate and changes the estimate status to Invoiced. Immediately the invoice will pop up and allow you to edit or process it.  

View Estimate

Allows you to view a PDF version of the estimate.

Copy Estimate 

This creates a new estimate. It allows you to copy the estimate you are doing this action from, assign it to a client, and edit it as a new estimate. This is a great feature when you are creating multiple similar estimates. 

Reject

This puts an estimate in rejected status that cannot be modified or sent.

Send to Client

This action will send the original email (and SMS text if the SMS transactional texts for estimates feature is enabled) to the client again. The estimate will show as approved on the PDF view. 

Rejected Estimate

A Rejected estimate has been de-activated. It cannot be updated or reactivated.

Functions available for a rejected estimate:

View Estimate

Allows you to preview the PDF version of the estimate.

Download

This will download a PDF version of the estimate to your device.

Print

This will open a new window that will allow you to print or save a PDF version of the estimate.

Archive

This puts an estimate in historical status and no longer visible in the Estimate Dashboard.

Copy Estimate 

This creates a new estimate. It allows you to copy the estimate you are doing this action from, assign it to a client, and edit it as a new estimate. This is a great feature when the client rejected the estimate but only needed to revise it. This will recreate the estimate as new and revise it as needed. 

Invoiced Estimate

An Invoiced estimate has received officially approved, and an invoice has been created.

Functions available for an Invoiced Estimate:

View Estimate

Allows you to preview the PDF version of the estimate.

Download

This will download a PDF version of the estimate to your device.

Print

This will open a new window that will allow you to print or save a PDF version of the estimate.

Copy Estimate 

This creates a new estimate. It allows you to copy the estimate you are doing this action from, assign it to a client, and edit it as a new estimate. This is a great feature when the client rejected the estimate but only needed to revise it. This will recreate the estimate as new and revise it as needed. 

View Invoice

This will take you to the invoice details of the invoice that was issued from this estimate. 

Archived Estimate

An Archived estimate has been moved to archive/historical status.  

Functions available for an Archived Estimate:

View Estimate

Allows you to preview the PDF version of the estimate.

Download

This will download a PDF version of the estimate to your device.

Print

This will open a new window that will allow you to print or save a PDF version of the estimate.

Reopen

Reopening an Archived estimate reinstates its previous status.

FAQs

How do I delete an estimate?

Thryv does its best to keep a full history of your interactions with contacts in Thryv so it does not have a delete option. To remove an estimate from a contact card, it will need to be archived. 

Only estimates in draft or rejected status can be archived. So if an estimate has been sent to a client but needs to be removed from their client history, the estimate will need to be rejected then archived. FYI: If an estimate is rejected by the business in Thryv, no notification is sent to the client. 

How do I find all the estimates for a contact? 

You can view all estimates issued to a contact by searching their name from the estimate tab.