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Every estimate keeps a running record of the meaningful changes made to it over time. As you and your teammates update an estimate — changing its status, adjusting details, and moving it through the pipeline — those changes are captured automatically so there’s always a trail behind the numbers.
You don’t have to do anything to turn this on. History is recorded for you in the background as estimates are worked on.

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What’s tracked

For each tracked change, the record captures:
  • What changed — the part of the estimate that was updated
  • From → to — the previous value and the new one
  • When — the date and time it changed
  • Who — the teammate who made the change
This is what powers your team’s sales reporting — for example, how long estimates sit before they sell, and how often they move between statuses.

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Where you’ll see it day to day

Several of these changes surface right on the Estimates list, so you can read an estimate’s story at a glance:
  • Status — the current status badge reflects the latest status change. Use the status menu to move an estimate forward, and the change is recorded.
  • Sold Date — once an estimate is marked Sold, its sold date appears on the row. If the deal actually closed on a different day, you can correct that date.
  • Updated At — shows the last time the estimate was touched.
  • Client Viewed and Sent Date — for proposals, these tell you when the customer opened it and when it went out.
Use the date filters on the Estimates list — Date Created, Sold Date, and Sent Date — to find estimates by when key events happened, like everything sold in a given month.

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Detailed reporting

The full change-by-change record feeds your branch’s sales metrics and performance reporting. If you need a deeper breakdown of how estimates moved over a period — close rates, time-to-sale, and similar — check your performance and reporting views, where this history is summarized for you.

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What’s next

Change an estimate's status

Move estimates through the pipeline — every change is recorded.

Browse & filter estimates

Use status tabs and date filters to find estimates by what happened, and when.