Using Estimate Stages

You can move the estimate through stages using the stage path.

To do this, do one of the following:

Click Mark Stage as Complete to move the estimate to the next stage.
Select the new stage on the stage path and click Mark as Current Stage.

Tasks

Submitting an Estimate for Approval

Generating a Document from an Estimate

Adding an Estimate to an Opportunity

Creating a Project from an Estimate

Adding an Estimate to a Project

Reference

Opportunity Product Fields