Preview project costs, margins, and timelines to assess profitability and plan projects.
Note: To confirm if your paid subscription has access to the Estimate builder feature, visit our pricing page.
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 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.
