How do I create, find or switch estimates in the bid pipeline?

🧮 Estimating
  1. In Bid pipeline, choose New opportunity and enter the bid details.
  2. Select its row to see existing estimates or the new-estimate form. Enter an estimate number, name and currency, then choose Start estimate.
  3. To find a bid, search by name, number or client. Upcoming open bids appear first; Past deadline is a date reminder and does not change the opportunity's status.
  4. From an open estimate, choose Change estimate to return to the pipeline. Saved BOQ rows and costs remain available.

An opportunity can hold multiple estimates. Check the active estimate name before entering costs.

Next: Import the BOQ or add rows manually.

Was this helpful?

Related Articles

→ How do I prepare a bid in Estimating? → How do I import a BOQ and correct flagged cells afterward? → How do I add, edit or reorder BOQ rows?
Back to Estimating