Check the recorded response instead of treating a viewed estimate as an acceptance.
1. Find the estimate
Open Estimates and use its status or customer filter to find the offer. Confirm the number and customer.
2. Review status and History
Open the estimate’s History panel and compare the recorded activity with the current status.
3. Read the response correctly
Viewed or opened means the customer page was opened. Approved records acceptance. Declined records a refusal. An expired offer may no longer accept the approval action.
4. Choose the next step
For an accepted estimate, check the linked invoice or use the permitted conversion action. For changed or expired offers, review a revision or replacement before sharing it.