Proposals, estimates and requests
Use estimate pipeline view
Practical Pixie CRM instructions for use estimate pipeline view, including where to go, what to check and how to confirm the change saved correctly.
Where to goSales → Estimates → Pipeline
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use estimate pipeline view, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Sales → Estimates → Pipeline in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Customer, Estimate number, Estimate date and expiry date, Currency.
- Then check Items, taxes and discount, Client note and terms. Use verified information and do not fill optional values with placeholders.
- Work through Use estimate pipeline view using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Customer
Estimate number
Estimate date and expiry date
Currency
Items, taxes and discount
Client note and terms
Checks before you finish
- Confirm customer, currency and expiry dates.
- Review quantities, rates, tax and discounts.
- Read client-facing notes exactly as the recipient will.
- Verify document status and activity after sending.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.