PlanetSoho Support Team
asked this on May 17, 2011, 16:59
There are two different ways to search for your estimates in PlanetSoho:
Click on Invoicing on the top menu bar.
Click on Estimates on the right side of the page. This provides you with a list of all of your estimates; you can sort this list by clicking on any of the fields at the top of the list: No., Name, Date, Total, or Status.
Select a contact from the left side of the page, then choose Estimates from the right side of the contact information page. This provides you with a list of all the estimates related to that contact; you can sort this list by clicking on any of the fields at the top of the list: No., Name, Date, Total, or Status.