Editing Estimate Products on an Estimate

To edit an estimate product on an estimate:

1. In the Estimate Builder tab, click Manage Products.
2. [Optional] Edit the name of the estimate product.
3. [Optional] Edit the billing type of the estimate product.
4. [Optional] Edit the fixed price billing frequency of the estimate product.
   Note: You can only select a billing frequency, upfront billing amount, and fixed price margin on estimate products with a billing type of "Fixed Price".
5. [Optional] Edit the fixed price upfront billing of the estimate product.
6. [Optional] Edit the fixed price margin of the estimate product.
7. Click Save.

Notes:

• You can preview billing schedules in the Create Project window when creating a project from the estimate.
• You can also edit the details of an estimate product in the Details tab.