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 margin of the estimate product.
5. Click Save.

Notes:

• You can preview the milestones that are created from your estimate products in the Estimate Milestones Preview.
• You can also edit the details of an estimate product in the Details tab.