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Linking Estimates

When creating a project proposal or change order, you select which estimate to include in the contract.

Key Points​

  • A project can have multiple estimates (design, production, alternates)
  • You choose which estimate to link when creating the contract
  • The linked estimate's totals and line items appear in the contract document
  • Design estimates typically used for proposals, production estimates for final contracts

Example Workflow​

You create a design estimate for initial proposal, then a detailed production estimate after design approval. The proposal links to the design estimate, while the final contract links to the production estimate.