How do I create a new Estimate in Projul?

To create an Estimate for a project lead, find your Lead in the Lead Pipeline, click the 9-square menu in the top right corner of the lead card and select "Open estimate."

Start by navigating to the Lead Pipeline. If you haven't made a lead yet, click on this link to learn how: How do I create a new project lead?

Every Project Lead is able to have one estimate associated with it at a time.

1. Find your project lead through the lead pipeline
2. Click the 9-square menu icon in the top right corner of the lead card
3. Select "Open estimate"
4. If the lead has no estimate yet, choose how to start in the "Start a new estimate..." window: "From scratch", "From an estimate template", or "From another estimate".

A new Estimate will open up within the Estimate Editor that is linked with the Lead you are working with. Within this page, you can begin applying any templates and adding/adjusting line items.

To view the various options available to you while editing an estimate, watch this video:

Questions? Let's Chat.
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