How To Mark An Estimate As Sold Manually

When a customer signs electronically, Exterio knows which estimate was approved. When they sign on paper, you tell Exterio yourself. This article covers marking an estimate as sold manually.

When you'd use it

• The homeowner signed a printed proposal at the kitchen table
• The contract came back by fax or scan
• The deal closed over the phone and paperwork followed
• Any time the signature happened outside the software

Before you start

You'll may have more than one estimate on a project — good, better, best (or upgrades). Marking one as sold is how your team knows which scope to actually build.

Marking an estimate as sold

1. Go to the Estimates tab on the project.
2. Click the checkbox to the left of the estimate the customer approved.
3. Click Mark as Sold.

The estimate now shows as sold, and your team can move forward and produce the job.

Tips and gotchas

• Automations fire when you mark it sold. If you have any automations set up to whenever an estimate is sold  (i.e customer emails, texts, task assignments, stage changes) will be triggered  the moment you mark it just like an electronically signed proposal. This is behavior to understand before you click.
  
  

  If you mark the wrong estimate as sold, simply select it again and mark as "Unmark Sold."

• Select carefully when you have good/better/best. The estimates on screen may differ by a single line item. The one you mark is the scope your crew builds and the price you bill. Check the estimate itself, not just its position in the list.

• Mark it the same day the customer signs. Everything downstream — production scheduling, material ordering, the automated follow-ups the homeowner expects — waits on this action. A signed contract sitting in someone's truck is a job that hasn't started.

• Electronic signatures don't need this step. If the customer signed through Exterio, the approved estimate is already recorded. Marking it again isn't necessary.