There are 2 separate ways to generate an Estimate for the Client.
Once the Worksheet is completed with the Activity and Costs…
Create an Estimate from the Worksheet Page itself.
Click on the QUICK ACTION button on the right side.
Click on the Create Estimate option.
Select the Activities for which the Estimate is to be created and click Next.
Select the Commission (if any), Estimate Format etc and click on Next.
Upload any supporting documents (if any) and Click Next.
Verify the contents and amount and click on Create.
You can see the Estimate that’s created, click on the Action button to Print, Share or Approve the same.
B) Create the Estimate from the Client Docs Screen.
Once the Worksheet is completed, click on the Client Docs tab.
Click on the Create Estimate button.
Select the Activities for which the Estimate is to be created and click Next.
Select the Commission (if any), Estimate Format etc and click on Next.
Upload any supporting documents (if any) and Click Next.
Verify the contents and amount and click on Create.
You can see the Estimate that’s created, click on the Action button to Print, Share or Approve the same.
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