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Yes, you can view the activity status of your estimate to see if it was sent and accepted, Beacon.
Here's how to do it:
1.Go to Sales, then select Estimates.
2. In the Action column, click the dropdown button next to the estimate you want to check.
In this area, you can see the date and time when you created and sent the estimate. However, please note that there's no direct way to confirm if your customer received it, you can only verify this through their acknowledgment.
If they haven't received it, advise them to check their spam or junk folder, as it may have been mistakenly filtered there due to their email settings or the content of the email.
On top of that, you can personalize the appearance of your estimates to enhance your business communications.
Once an estimate is accepted, you can easily convert it into an invoice to save time.
Please leave a comment below if you have additional questions.
