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Link Estimate To Project

Category: Estimates BuildX


  1. Go to Menu -> Sales -> Estimates and click Create New Estimate
  2. Select customer.
  3. A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
  4. Select the project
  5. Configure the estimate for your needs
  6. Save the estimate
  7. Navigate to the project area and click on the tab Sales->Estimates you will be able to see the newly created estimate associated with your selected project.

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