Estimates on zistemo can have following statuses.
You can see the status of an estimate on the estimate grid:
This status appears if you click “Preview” after estimate creation:
This status appears if you click “Activate and Send” after estimate creation…
OR if you send to your client the “Draft” estimate or you “mark as activated”.
If the client has opened (viewed) received the estimate in zistemo via the client’s account
If the client has replied (commented) on the estimate (more here).
If the client has approved the estimate in zistemo via the client’s account
Or if you did it by yourself.
If you have generated an invoice based on this estimate. Note: If an Estimate is already Invoiced then it can’t be edited anymore (neither changed back to activated nor approved).
8. Converted to Project
The estimate was converted to a project. You can convert an estimate into a project on the line end menu “Convert to Project”. Please note that you can only create 1 project out of 1 estimate (1-to-1 relation).