Cost Estimating Functionality 3-Setp Setup Guide

Here’s a quick guide to help you get started with Planyard’s cost estimating and client quoting features.

Here’s a 4-minute guided video on quickly getting started.

Quick Setup:

  1. Set Up Company Details: Go to Company → Settings and fill in your company details. These will automatically appear on the PDF quotes you send to customers.
  2. Review & Update Quote Terms Template: Navigate to Company → Company-wide features → Budgeting pipeline stages & Client quote terms to customize your default quote terms.
  3. Learn More: Explore the knowledge base for a detailed guide on using the estimating functionality effectively.