Edit an estimate and see the new total

Short answer

Open Estimates and click the estimate. Full steps below.

Steps

1. Open Estimates and click the estimate.
2. Click Edit, change the line items, and save.
3. The saved total is recalculated on save, so the list, the detail page, the client portal and the PDF all show the same new figure.

Rules and limits

• Statuses: Draft, Sent, Viewed, Accepted, Declined, Expired.
• An accepted estimate becomes a Project automatically.
• Monthly estimate limits depend on the plan — check Settings > Billing for the current count.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.