Use estimate pipeline view
Review estimates visually by status and open records directly from the pipeline.
Feature pathSales → Estimates → Pipeline
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Review estimates visually by status and open records directly from the pipeline. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Start from Sales → Estimates → Pipeline and open the relevant record or view.
- Confirm that the record is in the correct status and that you have permission to perform the action.
- Review the related customer, dates, amounts, recipients and attachments before continuing.
- Choose the action described by “Use estimate pipeline view” and complete the displayed options.
- Preview client-facing content or the resulting document where Britixo CRM provides a preview.
- Confirm the action and wait for the success message before leaving the page.
- Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.
Important fields and decisions
CustomerConfirm this information is accurate and appropriate for the record.
Estimate numberConfirm this information is accurate and appropriate for the record.
Estimate date and expiry dateConfirm this information is accurate and appropriate for the record.
CurrencyConfirm this information is accurate and appropriate for the record.
Items, taxes and discountConfirm this information is accurate and appropriate for the record.
Client note and termsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Set a realistic expiry date.
- Review the client-facing PDF before sending.
- Convert only after approval or according to the internal sales process.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Browse connected topics:invoicepaymentchecktaxcurrencyapprovalsales accountingclient portalnotificationsemailcustomers
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