Open Estimating and select an opportunity and estimate. In Prepare bid, build the BOQ, activities, crews and resources. The sticky header shows total cost, not the customer selling price. Use Update totals when it says totals need updating.
Review groups resources, crews, reconciliation, notes and risks. Work on outstanding or changed entries; completed approvals stay done. In Finalize BOQ, set selling prices, choose Preliminary, Revised or Final and preview the exact quotation. Accept Final once; you do not have to approve every entry again.
Bid day logs late changes against a saved Final and allocates their selling effect to the owner-form items left open. Versions & reports reopens saved quotations and internal reports. Occasional commands are under Bid actions. Nothing is sent to the customer automatically.