---
title: 'Estimates'
description: 'Keep track of active project estimates and pending express quotes in a list or Kanban board.'
search:
  tags: ['sales', 'angebote']
---
The **Sales → Estimates** area shows estimates that are still part of the active sales pipeline.

![Leadtime interface](/images/help-center/sales/angebote-01.png)

The overview helps you prioritize sales opportunities and see the total value of active estimates. It combines:

- the latest qualifying **project estimate** for each project with the status _Draft_, _Waiting for Approval_, or _Final_
- the latest pending **express quote** for each task

Accepted, rejected, and parked records are not a sales history. They do not appear in this overview. You can find a project estimate in the project's **Documents** tab and an express quote in its task.

More about project estimates here: [Projects – Documents Tab (Single Projects Only)](/projects/documents-tab)

More about express estimates here: [Express Estimates](/projects/tasks/express-quotes/express-quotes)

---

The **Estimates** area can be shown in two different views:

## List View

![Leadtime interface](/images/help-center/sales/angebote-02.png)

Ideal for tabular evaluations with lots of columns.

Here you can sort and filter estimates by organization, project, status, type, creator, price, and other criteria.

- Columns can be **shown or hidden**, **rearranged** or **saved by custom filters**.
- Your own **views** can be saved and reused – for example, grouped by region, person responsible or offer status.
- The view can also be **pinned to the dashboard** to access current offer statuses quickly.

## Kanban View

![Leadtime interface](/images/help-center/sales/angebote-03.png)

The Kanban view is the **clearer and more practical version** for everyday sales.

Here the active estimates are grouped as cards by their **status**:

- _Draft_
- _Waiting for Approval_
- _Final_
- _Pending_ for express quotes

Each column (“Lane”) represents a quote stage.

![Leadtime interface](/images/help-center/sales/angebote-04.png)

At the **top of each lane**, sums for the **price components** of the offers inside are calculated automatically:

- **Fixed Price** – Total of all fixed prices in this offer phase
- **Subscriptions** – Total of all recurring prices (e.g. monthly or yearly subs)
- **Per Unit** – Total of per unit prices (e.g. price per user or workspace)

![Leadtime interface](/images/help-center/sales/angebote-05.png)

At the top of the board, you also see the **total across all active estimates**.

This view gives you a direct overview of the pipeline and helps you **see ongoing offers, possible deals, and sales potential at a glance**.

---

## Types of Offers

Leadtime distinguishes between two types of estimates:

- **Project estimates:** Estimates linked to a project
- **Express quotes:** Quick quotes linked to individual tasks or ad-hoc services

You can use filters or saved views to show both types either separately or together.

More about project offers here: [Projects – Documents Tab (Single Projects Only)](/projects/documents-tab)

More about express offers here: [Express Offers](/projects/tasks/express-quotes/express-quotes)

---

## Create and manage estimates

The Sales overview is for viewing and organizing active estimates. Create and manage the source record in its context:

- Create a project estimate in the project's **Documents** tab. The estimate stays linked to its project version, products, project modules, and custom items.
- Create an express quote from the **Express Quote** section of a task. The quote can include estimated work and products assigned to the task.

Changes to the source record are reflected in the Sales overview while the record has an included status.