Steps
Open the Estimate you want to review.
Click More Actions in the top-right corner.
Select View Audit Trail from the dropdown menu.
A panel will appear on the right showing every action taken — when the estimate was created, viewed, sent, or updated, and by whom.
Use Case
The Audit Trail provides complete visibility into estimate activity. It helps verify customer engagement, monitor team accountability, and maintain a clear record for compliance and internal tracking.