My Example CRM

An estimate status will be updated when certain milestones of the estimate are achieved. The chart below will define them.

Estimate statuses

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Status	Definition	Notes
Pending	The estimate is still being worked on and is considered a draft	You can continue to work on and build your estimate for the customer
Sent	The estimate has been sent to the customer via email, text, or both,	You still have access to edit and re-send the estimate as needed
Signed	The customer has signed the estimate	No edits can be made to the estimate at this time