Using Estimate Stages

You can move the estimate through stages using the stage path.

To do this, do one of the following:

Click Mark Stage as Complete to move the estimate to the next stage.
Select the new stage on the stage path and click Mark as Current Stage.

Concepts

Services CPQ Workspace

Tasks

Configuring an Estimate

Creating an Estimate Template

Overriding Role Request Rates

Adding Role Requests to an Estimate

Adding Line Sets to an Estimate

Adding Skills and Certifications to Role Requests

Adding Tasks to an Estimate

Adding from an Estimate Template

Changing Estimate Dates

Adding Estimated Expenses to an Estimate

Adding Vendor Line Items to an Estimate

Cloning an Estimate

Discounting Estimates

Setting an Estimate as Primary

Using the Hours Breakdown

Reference

Estimate Fields

Estimate Line Set Fields

Estimate Role Request Fields

Estimate Role Skill Request Fields

Estimate Task Fields

Resource Request Fields

Estimate Time Period Override Fields

Estimated Expense Fields

Estimate Vendor Line Item Fields