Cost estimating & quoting

Articles

• Basic features
  • Introduction to cost estimating (Video tutorial)
  • How to add sales tax to your estimate
  • How to configure company settings for estimating
  • How to give users access to the estimation pipeline
  • How to start a new estimate for a client bid
  • How to add items to your estimate
  • How to add costs to items in your estimate
  • How to apply markup to your estimate
  • How to create a quote from an estimate
  • How to use the estimation pipeline view
• Advanced tools
  • How to utilize estimation templates
  • How to create and manage estimate versions
  • How to add budget codes to the company account