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Using Catalog Items in Estimates

Required Permission
Manage Catalog - You must have the Manage Catalog permission to access this setting.

Add selection catalog items to project estimates and selections.

Adding to Selections​

When creating project selections:

  1. Open the estimate
  2. Go to a selection entry
  3. Open the Catalog Panel
  4. Browse or search items
  5. Click to add to selection

What Gets Copied​

When adding from catalog:

  • Product details (name, model, color, etc.)
  • Images
  • Documents
  • Links

Changes to the catalog item don't affect already-added selections.

Catalog Panel​

Browsing​

  • View items by category
  • See thumbnails and details
  • Quick preview on hover

Searching​

Search within the panel by:

  • Name
  • Model number
  • Manufacturer
  • Style/Color

Filtering​

Filter panel items by:

  • Category (matches estimate cost code)
  • Manufacturer
  • Status (only Enabled items appear)

Selection Workflow​

Standard Process​

  1. Create estimate with selection entries
  2. Open selection entry
  3. Browse catalog for matching items
  4. Add item to selection
  5. Adjust quantity/pricing if needed
  6. Repeat for other selections

Multiple Options​

Provide customer choices:

  1. Add multiple catalog items to one selection
  2. Mark one as "Standard" option
  3. Others become upgrades
  4. Customer selects during review

Client View​

When customers view selections in the portal:

  • See product images
  • View descriptions
  • Access linked documents
  • Compare options
  • Make selections