---
title: "Generating, Saving, and Organizing Estimates"
description: "Quickly access existing estimates or create new ones in just a few clicks, allowing you to provide accurate quotes anytime. Mark favorites for quick access, duplicate to save time, or delete old versions to stay organized."
url: https://help.titlecapture.com/en/articles/6-generating-saving-and-organizing-estimates
collection: "Getting Started"
updated: 2026-10-07
language: en
---

# Generating, Saving, and Organizing Estimates

Quickly access existing estimates or create new ones in just a few clicks, allowing you to provide accurate quotes anytime. Mark favorites for quick access, duplicate to save time, or delete old versions to stay organized.

### 🎥 **Watch the Video Walkthrough**

## 📖 Written Step-by-Step Guide

### Viewing and Generating Estimates

> From your home dashboard, you can:

1.  **Open a All Estimates** by selecting the "All Estimates" option..
    
    ![](https://staticfiles.gleap.io/gattachments/qX1beejuZSLMVhkBwXEWg5wkC4I7XydC5VyVTIImtsdMC8bw291P4jCE8eCgfdO1IQhDWVxbh87.png)
    
2.  **Access saved estimates** by clicking the "All Estimates" button in the header menu.  
    

![](https://desk.zoho.com/galleryDocuments/edbsn68f317ae80c61038baa81bb9ccb680ca3d425695ad3d7537da9aff4d65839d1b032f4dc85ebd564fc2881bbec333de6c?inline=true)

  

3.  Clicking the **"All Estimates"** button brings up your saved estimates, where you can edit, organize, or generate new ones.
    

![](https://desk.zoho.com/galleryDocuments/edbsn3d0d9dc9157ab695676cfb386913ab9583ec02f00936dd0c9c2fd49d92a6889eea3919a448b458d43f50c598934b7d9e?inline=true)

### Managing Estimates: Favorite, Duplicate, and Delete

-   **To favorite an estimate**, click the **star icon** next to the estimate (the star will turn **blue** when favorited).
    
-   **To edit, duplicate, or delete an estimate**, click the **three dots** to the right of the estimate. This will bring up an expandable menu with options to **"Edit," "Duplicate,**" or **"Delete.**" Select the appropriate option.
    

![](https://desk.zoho.com/galleryDocuments/edbsnb36181fb1dab885ff6aa7865cfd31ec7e54fbc65fcd8a53058d21ad502f4247f2d11b40dcb029618ddf465ae4f5528fd?inline=true)

-   **To filter estimates**, click the "Filter" button. You can filter by favorite estimates, estimate type, last updated date, location, or branch.
    
-   **To search for estimates**, use the search bar to search by name or location.
    

![](https://desk.zoho.com/galleryDocuments/edbsn6f470bffefd51df306212a212e901d17cb902337c420c72f2cc1ad1c4f40e86d06a103188a736f9a464f5a2bf47b3dba?inline=true)

   

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For any questions, feel free to reach out to us at [support@titlecapture.com](mailto:support@titlecapture.com).