Aly
04/06/2026, 11:57 AMCeligo AI
04/06/2026, 11:57 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** When a new estimate is created against the same opportunity, it does not automatically expire the old one. You can have multiple estimates against the same opportunity. This is often done when you want to propose different versions of an estimate to a client. To create a new estimate from an opportunity, hover over the icon of a piece of paper with a plus sign at the top of the Opportunity. In the menu that appears, you will see Estimate. Click it and it will create an Estimate from your Opportunity. However, keep in mind that having multiple estimates for the same opportunity can skew the pipeline reporting. If you want to include estimates in the forecast, you might need to create rules to guide sales and justify why multiple estimates are necessary. Alternatively, you could create the opportunity for the lowest estimate and not include the estimates in the forecast. Remember, the underlying sales behavior is the issue here. The sales rep needs to press the prospect WHY this is required. When a prospect asks for multiple estimates, it might be helpful to create a simple model in a slide deck to explain the different options.
Celigo AI
04/06/2026, 11:57 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8041991
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.800598204
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.784362793
Celigo AI
04/06/2026, 11:57 AM