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 Products.
3. Select all the estimate products, or estimate product bundles, to add to the estimate.
4. Click Next.
5. [Optional] Edit the name of the estimate products.
6. [Optional] Select the currency of the estimate products.
7. [Optional] Edit the start date of the estimate products This is the same start date as the estimate by default.
8. [Optional] Select the billing type of the estimate products. This is the same as the default billing type on the selected estimate product by default. If you have selected "Time and Materials" go to step 11.
9. [Optional] If you have selected "Fixed Price" as the billing type, enter a fixed price margin percentage. This is the same as the default fixed price margin percent on the selected estimate product by default.
10. [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.
11. Click Add.
12. 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.