Estimate Changes

Overview

Estimate changes are audit events connected to estimate records and their financial or status fields.

What this feature does

They help sales, finance, and admin teams understand changes before an estimate becomes an invoice or accepted deal.

Why it is useful

• Estimates can affect pricing expectations.
• Changes before approval should be traceable.
• Audit history helps explain why a client received a specific amount or terms.

Who should read this?

Finance Manager, Sales Manager, RISE Admin.

Where to find it

Rise Audit Pro → Finance Audit Trail, or Activity Log filtered by estimate entity.

How to use it

1. Open Finance Audit Trail.
2. Filter by estimate entity.
3. Review created, updated, or deleted estimate events.
4. Open diff details for amount or status changes where available.

Example workflow

A client asks why the estimate amount changed. The sales manager reviews the estimate audit trail and finds the update timestamp and user.

Screenshot

Common mistakes

• Only auditing invoices and ignoring estimates.
• Not documenting approved estimate changes.
• Confusing proposal changes with estimate changes.

Related articles

• Proposal Changes
• Invoice Changes
• Understanding Change Diffs