Estimates created in Zervant can have several statuses:
You can also change the estimate status manually.
To change the status of your estimate, select it in under the tab >Estimates and click on the status button.
Select the new status from the drop-down menu and click >Save. Estimates converted to invoices are automatically marked as >Invoiced. Please note, once an estimate status has been set as Invoiced, the status can no longer be changed.
Once your customer has received your estimate by email, they can accept or decline it via the estimate portal by clicking on the >Take Action button and selecting the corresponding button.
When your customer approves or declines your estimate, its status will automatically update in your Zervant account on the tab >Estimates.