How do I Edit an Estimate?

Updated on January 23, 2018 09:12PM by Admin

Estimates can be created as well as edited. An estimate is usually edited to make changes to its data instead of deleting it and creating a new one. The following steps will guide you through the entire process of editing an estimate.

Steps to Edit an Estimate

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on “By Status” and select “All” from left navigation panel.
    click all under bystatus
  3. You can view all estimates in the dashboard.
  4. Click on “More Details(...)” icon near the estimate to be modified.
    click more details
  5. You can view the corresponding estimate, in which you can edit accordingly. For instance: here the estimate date is changed.
    click save button
  6. Finally, click on “Save” button to complete.

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