AIUNIFY CRM provides list and Pipeline workflows for managing Estimates after they are created.
The functions visible to you depend on your Estimate permissions and the state of the individual Estimate.
The Estimate workspace supports switching between the standard list and the Estimate Pipeline.
Use the list when you need a table-oriented review. Use the Pipeline when a status-based visual representation is more useful.
The Estimate Pipeline contains search and sorting capabilities and can search using the Estimate information available to the pipeline, including tagged information where applicable.
Search before creating a new Estimate when you are uncertain whether the record already exists.
Estimate status communicates the current lifecycle state of the Estimate.
Where your account has Estimate editing access, the CRM can provide status actions for moving the Estimate into another valid state.
Change status only when the real transaction state has changed.
Authorized users can send an Estimate to the Customer through the CRM's Estimate email workflow.
The send process can include:
Before sending, review the Customer, Estimate content, totals, and recipient information.
The CRM can generate a PDF for an Estimate that the user is permitted to view.
After generating the PDF, review the Customer identity, dates, items, totals, and terms before distributing it externally.
Users with Estimate creation access can copy an existing Estimate.
The copy becomes a new Estimate, so review all inherited information before saving or sending it.
Pay particular attention to Customer, Project, dates, items, prices, discounts, and notes.
An Estimate can progress through customer-facing acceptance or decline behavior when that workflow is available for the Estimate.
As an operational user, review the Estimate's displayed status and acceptance information to understand what has occurred.
Do not manually alter unrelated fields merely to imitate an accepted or declined state.
Customer acceptance information and signatures, when present, form part of the transaction history.
This User Operations Manual does not instruct ordinary tenant users to clear or reset protected acceptance information. Use only the normal actions presented to your permitted account.
When an Estimate has progressed to the point where billing is appropriate, use the supported conversion workflow instead of manually recreating the transaction as a separate Invoice.
This preserves the relationship between the Estimate and the resulting Invoice.