Generating an Estimate from a Project
You can generate estimates from finalized projects. The service items and billing specified on the project record carries over to the estimate. You can update the project and generate additional estimates if needed. After an estimate is approved, it can be converted to a sales order.
To create an estimate from a project:
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Go to Lists > Relationships > Projects.
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Click View next to the project you want to create an estimate from.
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On the project record, click Estimate from the New menu.
A new estimate form opens. The customer from the project record autofills on the estimate.
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Optionally enter a title for this estimate in the Title field. The title shows up in lists, search results, reports, and on the Estimates subtab of related records.
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Complete the estimate form as necessary. For details, read, Preparing an Estimate.
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Click Save.
After you save the estimate, it's linked to the original project. To see related estimates, open the project record and click the Transactions subtab under the General subtab.
Available in Customer Center Preference
You can share estimates with customers through the customer center by using the Available in Customer Center preference.
If an estimate that takes a long time to create, you can save the estimate but keep it hidden from customers until it's ready. When it is ready, check the Available in Customer Center box on the Messages subtab on the estimate record. Only then will the estimate show up in the customer center.