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How to check the status of the Estimates?

Follow these steps to check the status of a quote for your clients:

  1. Log in to your Schedule Connect account.
  2. On the left-hand side, select the ‘Estimates’ option.
  3. Within the quote section, you will see a list of created quotes with their respective statuses.

Here is the list of states for your quotes:

  • Pending: default state when a quote is created.
  • Sent: when it is sent to the client.
  • Paid: when the client makes the payment.
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