Drafts

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:39 PM by Emily A

Save your work in Drafts to review or edit it anytime later.



How to save estimate as draft?


Step 1: Select client> specific client> estimate> create estimate.


Step 2: 

Select the estimate type as you want and click on "proceed".



Step 3: 

Enter all the details in the estimate and click on action.


Step 4:  

Select save as draft.


The estimate will be stored inside the draft section.


Where to view the draft estimate?


Step 1: 

Select client> specific client> draft.


All the drafted estimate will be displayed here.



 


 

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