How to Create an Estimate

Follow the steps below to create an estimate:

1. Navigate to the Estimate tab within the Opportunity Detail form.

2. Click the Create Estimate button located in the top-right corner.

3. Select the appropriate Type of Service template.

4. Select the required template.

5. Enter the necessary Filing Information, then click Continue.

6. Review the information displayed on the screen, then click Create Estimate.

7. The system will generate and display the estimate result.