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Create Estimate Revisions
Create Estimate Revisions

You can create multiple estimate revisions within the estimate window to see different estimate options.

Gabrielle P avatar
Written by Gabrielle P
Updated over a month ago

You can create multiple estimate revisions within the estimate window. Making revisions allows you to see different estimate options without having to start a new job.

It is possible to edit the names of revisions to further organize your work.

You will need to activate the estimate revision each time you go to work on it. This is an added double-check step to help you make sure that you’re working in the correct revision.

Note that you cannot delete estimate revisions so if you have many, it is helpful to label them.

When you go to print the document, you have the option to show the revision name on the printed document.

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