Estimating
Everything you need to quote and price
11 articles
How to create an estimate
Create different versions of an estimate
How to upload plans for takeoffs
How to create a takeoff and set the scale on plans
Bulk update pricing in your catalogues
How to use specifications for clearer proposals
Adding attachments, specifications and takeoffs to request for quotes (RFQ)
Create a request for quotes (RFQ)
Accepting a returned request for quote (RFQ) and how it feeds back into your estimate
Export your estimate to PDF or CSV
Estimating - How to use the take-off tool