Work with Proposal Estimates
Use the Estimates element to incorporate a project estimate into your proposal. The estimate provides details on the potential overall cost to your client if the project is won.
Video: See related video below
The estimate may include either a summary or a detailed description of the labor, expenses, consultants, and/or units for the project. Estimate information is pulled directly from the Estimates forms in the Projects hub to ensure your project and proposal information are aligned.
Video
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Learn how to create an estimate based on a pursuit project. This feature allows you to include in a proposal an estimate for your client, to information them of a project's estimated cost. |
- Related Topics:
- Add an Estimate to a Proposal
As you build a proposal, you can add one or more estimate tables to help track the potential costs if the project is won. - Advanced Method to Add an Estimate to a Proposal
As you build a proposal, you can add one or more estimate tables to help track the potential costs if the project is won. - Edit an Estimate Table
After adding an estimate table to a proposal, you can edit the table's data, columns, and format. - Format Estimate Table
Use the formatting options in Table Properties to determine the design and display for each estimate table in your proposal. - Change Columns in Estimate Table
After you create an estimate, you can change the columns that display in the table. - Use Custom Labels for Estimate Table Columns
While you create an estimate, you can customize the labels that display for the table name, as well as the columns, in the estimate table.
Parent Topic: How to...