- Go to Menu -> Sales -> Estimates and click Create New Estimate
- Select customer.
- A drop-down with projects will be shown below the customers select field (if no project is associated with the selected customer, the dropdown with projects won't be shown)
- Select the project
- Configure the estimate for your needs
- Save the estimate
- Navigate to the project area and click on the tab Sales->Estimates. Here, you will be able to see the newly created estimate associated with your selected project.
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Link Estimate To Project
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