Creating an Estimate

An estimate enables you to estimate custom services work during the sales process. You can then submit the estimate for approval before it becomes a live project. You can create an estimate from an opportunity or from the Services CPQ workspace.

To create an estimate from an opportunity:

1. Navigate to the opportunity record you want to create an estimate for.
2. On the Estimates related list, click New.
3. Enter a name for the new estimate.
4. Select a start date.
5. [Optional] Select the Primary checkbox if this estimate is the primary version for this opportunity.
6. [Optional] Select an estimate to use as a template by searching for an estimate using one or more characters anywhere in the estimate name.
   Note: Assignments cannot be copied from a template to an estimate.
7. Click Create.

To create an estimate from the Services CPQ workspace:

1. Click Create Estimate.
2. Enter a name for the new estimate.
3. Search for and select the opportunity that the new estimate is for.
4. Select a start date.
5. [Optional] Select the Primary checkbox if this estimate is the primary version for this opportunity.
6. [Optional] Select an estimate to use as a template by searching for an estimate using one or more characters anywhere in the estimate name.
   Note: Assignments cannot be copied from a template to an estimate.
7. Click Create.