Estimates have a high level of configurability, ensuring you can create your estimates with precision. For more information about creating an estimate, see Creating an Estimate.
Estimate Variables
The Estimate Variables tab enables you to quickly and easily amend any global details on an estimate.
In the Global section of the Estimate Variables tab, you can amend the start and end date of the estimate. You can also select whether the estimate is the primary version for the opportunity, and the billing type.
The Cost Contingency field enables you to set a budget for any unexpected costs that might occur. This amount is added to the net amount and cost for the estimate. You can also select the Apply Discount to Cost Contingency checkbox, so that any discounts on the estimate are applied to the cost contingency.
The Expense field enables you to specify an expense amount to apply to the total amount and cost of the estimate. You can also select the Apply Discount to Expense, so that any discounts on the estimate are applied to the expense amount.
To apply a discount to an estimate, enter the percentage to discount in the Global Discount (%) field on the estimate.
For more information about the fields displayed on the Estimates Variables tab, see Estimate Fields.