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 "Create 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"

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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