Cost estimating setup guide

Here’s a quick guide to help you get started with Planyard’s cost estimating and client quoting features.

This 4-minute tutorial video will give you an introduction on how to utilize the estimation feature.

Quick Setup

Company information and branding

1. Go to Company in the top menu row
2. Click Settings and fill in your company details. The information will automatically appear on the PDF quotes you send to customers.

Quote terms, pipeline, VAT (GST) & default expiry date

1. From Settings navigate to the Company-wide features tab
2. In the top of the list, you’ll find options to review and adjust:
   • Pipelinestages
   • Client quote terms template
   • Client quote default expiry days
   • Default VAT