Draft
This is the initial status when an Estimate is created but not yet finalized. The Estimate is in a working state and can be edited, added to, or adjusted as needed.
Created
Once you’ve finalized the estimate, it will change to "Created". This status means it’s ready to be presented or sent, although it could still be edited if need be.
Sent
The "Sent" status indicates that the estimate has been shared with the customer, either via email or SMS.
Reviewed
After presenting the estimate with the customer, it moves to "Reviewed." This signals that the customer has looked at it and might be considering options.
Accepted
The "Accepted" status indicates that the customer has agreed to the one of the Options in the Estimate and is ready to move forward with the proposed services.
Voided
This status is used for estimates that are no longer valid. A voided estimate cannot be accepted or converted into an invoice.
Closed - Lost
The "Closed - Lost" status is applied when an estimate has been declined or the sale is no longer possible. This could happen if the customer chose a competitor or decided not to proceed.
