Manage Estimates
Managing estimates is the broad, hands-on level of control over estimate work. It covers the day-to-day handling of a quote: adding, changing and removing line items, sending an estimate and sending it again, recording a customer's acceptance in person on the provider's device, declining, revising, and deleting a draft estimate that was never sent.
It also covers the signature rules that decide what a customer must provide before an estimate counts as authorized.
This is the capability to think of for the person who looks after quoting for the whole business. Narrower steps, such as only creating, only sending or only converting, are available separately for people who need just that part of the process.