Edit an estimate
Update a proposal while preserving its delivery and decision history.
Open in Invoice AuraWhat to do
- 1
Open the estimate
Choose its number, then Edit.
- 2
Make changes
Update allowed details, lines, notes, files, and adjustments.
- 3
Save changes
Invoice Aura warns before leaving unsaved work.
Good to know
- Accepted and invoiced estimates stay locked so their recorded decision remains trustworthy.