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Estimates: Activity Tracking to check the status is live!
2025-03-21
What’s new?
Send out an estimate and view its entire history from sent, edited, viewed, to signed – just by clicking on view history in the options menu.
How to use?
Open Invoices & Estimates -> Estimates.
Scroll to the dashboard on the line item of the estimate that you want to know the status of.
To view detailed logs, click on 3 dots and click on view history.
View all the actions that happened on the estimate in the right drawer.
Why we built it?
Will help users to know the actual status of their estimates on the go & use the current status to take it to closure sooner.
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