The Estimate Details Page displays whenever you create a new estimate or edit an existing one.

This document provides more information about the information sections at the top, and the Estimate-specific actions bar.

Estimates Information

At the top are two collapsible/expandable information sections: Customer and Estimate Details. In both sections, you can use the caret in the upper-right corner to display more or less information:

Customer Section

Expanded by default, this section displays information about the (Customer) Organization associated with the estimate: Business Name, Assigned Contact, Name, Email, Email, Address, Phone, Mobile Phone, and Get SMS (true/false).

Tips: 

• To assign a Contact/End User with the Estimate, click into the dropdown menu, then select an existing End User, or click +New User. Once an End User is assigned, click the person icon to navigate to their End User Details page.

• Some fields are hyperlinked, which you may find useful.

To change the customer associated with the estimate, follow these steps:

1. Click Change Customer in the upper-right of the Customer section. Syncro displays the Attach Transaction to a Different Customer pop-up window:
   
2. Start typing the (Customer) Organization's name, then select from the results that display.
3. Click Change Customer to save the change and close the pop-up window.

If you want to revert back to the original Organization for an Estimate, just repeat the steps above.

Estimate Details Section

This section provides several details about the estimates; most of them can be edited in-line by clicking into the cell and providing the new information.

• Estimate Name: Click the dash to give this estimate a descriptive name, which displays in the Estimates table. Enable Estimate Name under Admin > Customers - Preferences. Adding a name also allows you to use the {{estimate_name}} tag  to display the name on your Estimate PDFs. The Estimate Name can also be optionally enabled in the End User Portal under Admin > Customer Preferences > Additional Preferences > Show Estimate Name in Customer Portal.

While specified for the (Customer) Organization, you may want to select a different:

• Estimates Template: You'll find Templates for Estimates under Admin > Estimates - Templates. 
• Tax Rate: While set for the Organization, you may want to select a different one. See also: Organization Fields Reference and Configure Tax Rates.
• Estimate Name: You can give the Estimate a name to identify it from other Estimates for a customer or just in general. This name can be added to the Estimate Template using the tag {{estimate_name}} so that you can provide it to customers should you choose. 

Estimates Action Bar

The Estimates actions bar in the upper right of an estimate provides several choices:

• Convert to Invoice: Creates an Invoice with the correct line items from the Estimate. This will mark the estimate as Approved.
• Process: Drop-down menu that displays the Accept, Decline, and Mark as Draft options.
  • Accept: Select to accept the estimate on behalf of your client.
  • Decline: Select to decline the estimate on behalf of your client.
  • Undo Approved/Declined: If the estimate has been Accepted or Declined by mistake, you can undo this. These options only display for Approved/Declined estimates.
  • Mark as Draft: Hides the estimate from the End User Portal so the End User cannot view, accept, or decline the estimate.  This option only displays for Published estimates.
  • Publish: Shows the estimate in the End User Portal so the End User can view and accept or decline the estimate. This option only displays for estimates Marked as Draft.
• New Ticket: Creates a Ticket from the estimate.    
• Actions: Drop-down that displays the Ad-Hoc Email, Add Attachment, Clone, and Delete options for the estimate. 
  • If a Ticket has been created and linked to this estimate, you'll also have the option to “Add Charges to Linked Ticket.” When clicked, all the line items from the estimate will carry over into the Ticket Line Items window that displays when you click the Ticket's Add/View Charges button).
• PDF: View a PDF version of the estimate, which you can then download and/or print. See also: Customize PDF/Email Templates.

Estimate Line Items

The Line Items section of an Estimate works much like those for Invoices.

1. Search for an item in your Products list, adjust the Quantity, and then click Create Line Item. Do this as many times as you wish. 
   See also: Create a Product or Service.
2. Optionally, click Create Ad-Hoc Bundle. 
   See also: Ad-hoc Bundles.
3. Optionally, enter a custom message for the estimate. 
   Tip: You can include the {{estimate_message} tag if you've defined one in your estimates template.

Emails & Attachments

If any emails related to the estimate were sent, the Emails section displays:

• To: The email address to whom a message was sent.
• From: The email address of the Syncro User who sent the email.
• Type: The type and full name of the Syncro User who sent the email.

To add an attachment, first click Click to activate Copy/Paste Attachments to enable the drag-and-drop area. Alternatively, click Upload:

Accepted formats include: doc, docx, jpg, jpeg, m4a, mp3, pdf, png, ppt, pptx, txt, wav, xls, and xlsx.

View History (Admin Only)

Administrators can see and click a View History button at the bottom of an Estimate to see a full change history for the estimate:

Click Archives to go deeper.