How to Create Multiple Estimates at One Time

You can create multiple estimates at one time by following these steps:

1. Go to the Estimate tab in the Opportunity Detail form.

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

3. Select the appropriate Type of Service, then choose the required template.

4. Click the + Add Estimate button located at the top of the tab, next to Estimate 1. Select the appropriate Type of Service for the next estimate, then select the required template. Repeat this process to add additional estimates as needed.

5. Click Continue after all estimates have been added.

6. Enter the required information for each estimate:

   • Complete the information for Estimate 1.

   • Select Estimate 2 from the left-side panel and enter the required information.

   • Continue selecting each estimate from the left-side panel and complete the required information.

7. Click Continue after completing the information for all estimates.

8. Review the details for each estimate and make sure all information is correct.

9. Click Create Estimate.

The system will generate the estimates and display the completed estimates on the screen.