Use estimate pipeline view | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-estimate-pipeline-view
Publisher: Pixie Technologies LLC

How-to guide
Use estimate pipeline view

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to review estimates visually by status and open records directly from the pipeline.

Audience: Sales staff; Feature: Estimate; Permission-aware; 

Where to goSales (https://pixiecrm.com/help-centre/topic/sales) → Estimates → Pipeline

Before you startThe 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 guide helps you do

Review estimates visually by status and open records directly from the pipeline. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Start from Sales (https://pixiecrm.com/help-centre/topic/sales) → Estimates → Pipeline and open the relevant record or view.

- Verify that the record is in the correct status and that you have permission to perform the action.

- Check the related customer (https://pixiecrm.com/help-centre/topic/customer), dates, amounts, recipients and attachments before continuing.

- Select the action described by “Use estimate pipeline view” and complete the displayed options.

- Preview client (https://pixiecrm.com/help-centre/topic/customer)-facing content or the resulting document where Pixie CRM provides a preview.

- Verify the action and wait for the success message before leaving the page.

- Check (https://pixiecrm.com/help-centre/topic/check) the activity timeline, status, email (https://pixiecrm.com/help-centre/topic/email) queue, gateway or generated record to verify the outcome.

Settings to check

Customer (https://pixiecrm.com/help-centre/topic/customer)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimate numberCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimate date and expiry dateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Currency (https://pixiecrm.com/help-centre/topic/currency)Check this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Items, taxes (https://pixiecrm.com/help-centre/topic/tax) and discountCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Client (https://pixiecrm.com/help-centre/topic/customer) note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Set a realistic expiry date.

- Review the client (https://pixiecrm.com/help-centre/topic/customer)-facing PDF before sending.

- Convert only after approval (https://pixiecrm.com/help-centre/topic/approval) or according to the internal sales (https://pixiecrm.com/help-centre/topic/sales) process.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Track proposal status and acceptance (https://pixiecrm.com/help-centre/track-proposal-status-and-acceptance)Convert a proposal to an estimate or invoice (https://pixiecrm.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice)Help a client review estimates and proposals (https://pixiecrm.com/help-centre/help-a-client-review-estimates-and-proposals)Convert an estimate to an invoice (https://pixiecrm.com/help-centre/convert-an-estimate-to-an-invoice)Send and manage an estimate (https://pixiecrm.com/help-centre/send-and-manage-an-estimate)