Display the Add/Edit Estimate Table Dialog Box

Display the Add/Edit Estimate dialog box from the Custom Proposals form.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

  1. To display the Add Estimate Table dialog box, in the General Elements section, drag the Estimate Tables element to the appropriate location on the proposal.
    The Add Estimate Table dialog box displays.
  2. To display the Edit Estimate Table dialog box, double-click on an estimate table on a proposal.
    The Edit Estimate Table dialog box displays.