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The estimating process is pretty simple:
| • | New button to Add a new quote |
| • | Enter client details in Client tab |
| • | Select a model from the drop-down in Details tab. You can adjust the options display by selecting the scope (global, model options or PC Items), displaying only options that have already been included, selecting a group (setup from Options screen), or using the filter bar. After changing the group, sort or filter bar, you need to press the Refresh button to apply your selections. |
| • | Tick any options you want. Over-ride default quantities if desired |
· That's all there is. The proposal and contract are now ready to print
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