Estimates & Proposals
Estimate Pipeline
A pipeline view that moves proposals from sent to approved to invoiced, so revenue opportunities never stall.
Where to access
Open Estimate Pipeline from Admin Tools.
Related
How it works
- See every proposal grouped by its stage.
- Follow up on proposals that are waiting on the customer.
- Move approved work toward invoicing.
- Track conversion from quote to cash.
Tips
- Managing the pipeline turns sent quotes into booked revenue instead of forgotten emails.