Preview project costs, margins, and timelines to assess profitability and plan projects.
Accessing the estimate builder
By default, only account Owners and Partners can access Estimates.
To access: More (sidebar) → Estimates.
Creating a new estimate
Steps:
Click Create New Estimate.
Add required details:
Title – Name your estimate
Client – Select the client
Rate Card (optional) – Apply predefined rates
Break the estimate into sections (e.g., Research, Design, Implementation).
4. For each section, add items/services with details:
Item: Name of the item
Description: Short explanation
Unit: Flat fee, hourly, or day rate
Quantity: Total units
Role: Responsible team role
Price: Cost per unit
Estimate: Number of hours
Markup: Percentage markup
Discount: Percentage discount
Assignee: Team member responsible
Cost Rate: Hourly cost for your business
Dates: Start and end dates for the item
Auto-filled Information:
Cost – Projected cost
Profit – Projected profit
Margin – Profit margin percentage
Once all of this information is added, you will see a full breakdown of the Estimate Totals for your total price, total cost, profit, and margin:
Create an agreement from an estimate
Steps:
Select Create > New Document in the top-right corner of the Estimate.
You can also refer to this article for reference.
Create a project from an Estimate
Steps:
Select Create Project in the top-right corner of the Estimate.
Choose which estimate sections to include in the project.
Project settings are automatically initialized from selected sections:
Billing fee
Budget
Dates
Team
Optional conversions:
Convert items into project tasks:
Each estimate item becomes a task with name, description, assignee, estimate, and dates.
Create project allocations:
Each item with assignee, estimate, start, and end dates creates a resource allocation.
Duplicate an estimate
Steps:
Click 3 dots (…) in the top-right corner of the Estimate.
Select Duplicate.
Assign the duplicated Estimate to a different client or deal.
Connecting an Estimate to a deal
Navigate to the Deals tab → Estimates for a client.
You can connect or review existing Estimates for that Deal.
