Knowledge BaseDocuments

    Estimate statuses defined

    Updated on January 27th, 2022

    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” --> “Estimates” tab and entering a different value.

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