To create an Estimate, please follow the steps below:
In the Project's left-side navigation, click on the Financials page and then Estimates.
An empty state Estimate is generated with your Company details in the From section and your Client details in the To section.
Note:
You can edit the From section by updating your Company details. For that, click on Edit:
In the To section, you can:
click Edit to update your Client details
click Change to update to a new Client. Changing this contact will update your Project's Client contact.
Alternatively, you can create an Estimate from the Financial Summary tab by multi-selecting products and clicking on Create Estimate.
2. Add Product(s) to your Estimate by pressing the button:
3. Select all products you want to add to the Estimate and click Assign.
Note:
You can edit or delete products from your invoice using the corresponding icons.
Selecting Delete only removes the product from this invoice, it does not delete the product from your project.
4. Choose what columns you want to hide/un-hide from your Estimate.
You can choose to show:
Quantity
Trade Discount (to have a trade discount calculated, you need to add a retail unit price to your products)
Unit Price
Total
5. Group Items by Room using the toggle in the top left corner of your Estimate.
6. Toggle the options to add a Signature and/or Notes to your Estimate.
7. Use the toggle to include a Tear Sheet Per Product in your Estimate.
8. Preview your document and choose how you would like to share the Estimate with your client.
Note:
After you download or send your Estimate, each document is saved in the Version History section.