HTG Pro Services

Estimates Dashboard

Draft internal pricing records tied to leads and contacts before proposal conversion.

Estimating
Estimates loaded: 0
Leads available: 0
Selected: None
Contacts
0
Customer records
Leads
0
Open intake pipeline
Estimates
0
Drafted pricing
Open Tasks
0
Operational queue

Estimate Records

EstimateLeadContactTotalsActions
Loading estimates...

Create Estimate

New estimates should typically begin in draft and move to sent once ready.
Calculated total: 0.00 USD

Edit Estimate

Select an estimate from the table to edit.

Version History

Snapshot history for the selected estimate.

No estimate selected
Select an estimate to inspect its saved versions.

Proposal Conversion

Turn the selected estimate into a proposal record for approval flow.

Select an estimate to create its proposal record.

Client View Preview

Sanitized estimate presentation without internal notes.

Internal fields stay in the editor only.
Select an estimate to render the client-facing preview.