Adding Estimate Products to an Estimate

To add an estimate product to an estimate:

  1. In the Estimate Builder tab, click Manage Products.
  2. Click Add Product.
  3. Select the estimate product that you want to add to the estimate.
  4. [Optional] Edit the name of the estimate product for this estimate. This is the same name as the estimate product by default.
  5. [Optional] Select the currency of the estimate product for this estimate. The currency of all selected estimate products will be converted to their specified currencies.
  6. [Optional] Edit the start date of the estimate product for this estimate. This is the same start date as the estimate by default.
  7. [Optional] Select the billing type of the estimate product for this estimate. This is the same as the default billing type on the selected estimate product by default. If you have selected "Time and Materials" skip to step 11.
  8. [Optional] If you have selected "Fixed Price" as the billing type, enter a fixed price margin percentage. This is the same as the default billing type on the selected estimate product by default.
  9. [Optional] If you have selected "Fixed Price" as the billing type, enter a fixed price billing frequency. This is set to Line Set End Date by default.
    Note: The fixed price billing frequency will default to the default billing frequency, if this is set on the estimate product.
  10. [Optional] If you have selected "Fixed Price" as the billing type, enter a fixed price upfront billing percentage. This is set to 0.00% by default.
  11. [Optional] Enter the field values to override for the copied role requests. You can leave any of these fields blank to retain the values on the source record.
  12. Click Add.
  13. Repeat steps 2-11 to add all of the estimate products you want to add to the estimate.
  14. Click Save. You will receive a notification when the estimate products have been added to the estimate. Refresh the Estimate Builder to view the estimate products.