> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/einstellungen-1/process-definitions/process-configurator-for-estimates.md).

# Process configurator for estimates

Under Settings > Process Definitions you can find the process configurator for estimates. 

Here you can define which status steps an estimate goes through.

The following statuses are available:

#### In progress

An estimate was created as a draft and is still being edited. Values of this document are not considered by the system.

#### Awaiting internal approval (optional)

An estimate that was, for example, created by a junior and should be reviewed internally before it is sent to the customer. 

#### Awaiting dispatch (optional)

The reviewed estimate was set to this status by the team leader (or another reviewing person). The junior could now send it to the customer.

#### Waiting for approval

This estimate has already been sent to the customer and is awaiting feedback from them (approval or change requests).

#### Approved

This estimate documents that the customer has approved the document. From now on the document is also relevant in job budgets. 

#### Waiting for billing (optional)

The estimate can be billed. This status makes sense if, for example, accounting handles the billing.

#### Waiting for settlement (optional)

The estimate is waiting to be billed.

#### Billed

The estimate has been billed.

#### Settled against credit (optional)

The estimate is only a credit on a job. It is not actually billed but only documents a placeholder for, for example, the retainer master agreement.

#### Not realized

An estimate was, after customer approval, due to spontaneous changes, not realized and receives this status. 

A new estimate is now generated and edited as a copy. The customer receives a new number for this.

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## Define permissions for the individual steps

In the configurator you can define who is allowed to move an estimate into a certain status step at all and who is allowed to change the status of an estimate that is in a particular status step.

Optional status steps can be deactivated. They will no longer be available in the future.


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