Hi Lanie, estimates are saved as drafts if you click Save or Save and Close instead of Save and Send.
To further verify the transaction, go to All apps > Customer Hub > Estimates, then find the specific estimate you’ve created. Under the Status column, this shows as Pending since this hasn’t been sent, reviewed, and approved by your customer.
Thus, select View/Edit to finalize the estimate and click Save and Send. The status will automatically change to Accepted once the customer approves it.
If you have additional questions, feel free to leave a comment below.
