Estimate Update

This section will highlight the Estimating feature within Buildertrend, as well as the functionality you have to engage your customers.

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27 articles in this collection
Written by Cameron Boettcher and Schuyler Burrus
FAQs

Estimate Update - Most Common Questions

(FAQ) This article contains the answers to all the most frequently asked questions for the Estimate update.
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Written by Schuyler Burrus
Updated over a week ago

How Do I Create a Bid Package From My Estimate?

Creating Bid Packages directly from an Estimate will help streamline your process for releasing Bid Packages to your trade partners.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Create an Allowance From My Estimate?

Creating Allowances directly from an Estimate will help streamline your Allowance and Estimating processes.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Create Purchase Orders From My Estimate?

Creating Bid Packages directly from an Estimate will help ensure all your estimated costs are accounted for.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Generate an Invoice From My Estimate?

Depending on your Invoicing process, creating Owner Invoices directly from an Estimate will help streamline Estimate Invoicing.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Un-Release an Estimate?

This article will assist you with un-releasing an Estimate that has already been released to the client.
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Written by Cameron Boettcher
Updated over a week ago

How Do I Add Images to a Lead Proposal or Estimate?

Adding photos to Proposals can display your brand and design ideas while reassuring your prospect that they are making a great choice.
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Written by Cameron Boettcher
Updated over a week ago