How does estimate status work?
Estimates in Sliptree can have many different statuses. Most states are applied automatically, based on user and customer actions to simplify your workflow and to give you a better overview.
Estimate statuses and their descriptions
| Status | Description |
|---|---|
| Draft | Applied when an estimate has been created but not yet marked as Completed. At this point the estimate does not yet have a number assigned to it. |
| Completed | The estimate is ready to be sent out. Estimates must be manually marked as Completed (or completed automatically when sent). When an estimate is completed, a number is assigned to it. |
| Sent | Applied after the estimate has been sent out. |
| Viewed | Applied after the customer opens the estimate email. This may not work if the customer's mail client blocks tracking pixels. Clicking the View estimate link will also mark the estimate as Viewed. |
| Accepted | Applied when converting the estimate to an invoice, or when manually marking the estimate as Accepted. |
| Rejected | Applied when manually marking the estimate as Rejected. |
In addition to its status, an estimate may also be marked as expired — this happens when the estimate hasn't been accepted or rejected and the current date is past its expiration date.