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Estimates: Activity Tracking to check the status

Estimates: Activity Tracking to check the status

April 03, 20250 min read

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.

Estimates: Activity Tracking to check the status
  • To view detailed logs, click on 3 dots and click on view history.

Estimates: Activity Tracking to check the status
  • View all the actions that happened on the estimate in the right drawer.

Estimates: Activity Tracking to check the status is live!Payments
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Estimates: Activity Tracking to check the status

Estimates: Activity Tracking to check the status

April 03, 20250 min read

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.

Estimates: Activity Tracking to check the status
  • To view detailed logs, click on 3 dots and click on view history.

Estimates: Activity Tracking to check the status
  • View all the actions that happened on the estimate in the right drawer.

Estimates: Activity Tracking to check the status is live!Payments
Back to Blog