Schedule A Live Demo - Click Here to Reserve Your Spot Now

Link Estimate To Project

You are here:
Estimated reading time: < 1 min
In this article
  1. Go to Menu -> Sales -> Estimates and click Create New Estimate
  2. Select customer.
  3. A drop-down with projects will be shown below the customers select field (if no projects are associated with the selected customer the dropdown with projects won’t be shown)
  4. Select the project
  5. Configure the estimate for your needs
  6. Save the estimate
  7. Navigate to the project area and click on the tab Sales->Estimates you will be able to see the newly created estimate associated with your selected project.

Was this article helpful?
Dislike 0
Views: 13