Estimates in SalesBinder can be placed in 4 different statuses:

  • Open: The estimate is open is awaiting to be approved
  • Closed: The estimate has been approved and converted into an invoice
  • Expired: The estimate has sat unapproved for beyond the expiry date
  • Declined: The estimate was not approved by the customer

Also note: You can change the default amount of days an estimate expires by going into your “Settings” -> “Your Billing Settings” tab and entering a different value.