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Estimate details

Estimate details

Edit line items, send, track approval, and convert to an invoice when the customer says yes.

Reviewed OperatorVertiqa 1.54+

The estimate detail page is where you build, send, and track a single quote. It mirrors the invoice editor closely — line items, totals, dates — but with a different lifecycle (decision rather than payment).

Layout

  • Header — estimate number, current status, total.
  • Line items — each line with description, quantity, unit price, and line total. Edit inline.
  • Totals — subtotal, tax, total.
  • Dates — issue date and valid until.
  • Linked opportunity — the deal this estimate belongs to. Status changes here can map to the opportunity's stage.
  • Documents — attachments (signed copies, scope docs).

Common tasks

  1. Edit line items — add, remove, or adjust while the estimate is in draft.
  2. Set valid-until to a sensible date — enough time for the customer to decide, not so long that the price drifts out of date.
  3. Send when ready. Status moves to Sent.
  4. Track approval / rejection — the customer's decision flows back here. You can also mark it manually.
  5. Convert to invoice once the work is delivered. Vertiqa carries the line items and links the records so the audit trail is intact.

Approval boundaries

Approving an estimate is a deliberate, human step — these guardrails protect the numbers you commit to:

  • Approval is human-only. An AI agent can draft and recommend, but it can't approve an estimate on your behalf. A person has to make the call.
  • A deep discount may need a manager. If the discount on an estimate exceeds your approval threshold, it's held for a manager to approve.
  • Approved estimates lock. Once approved, line items can't be edited in place — create a revision instead, which keeps the original on the record.

Tip

Don't edit a sent estimate's line items. Send a revision instead — the prior version stays on the record, and the customer can see clearly what changed.