How to start a new estimate for a client bid

How to create a new client bid request

You can start a new estimate in Planyard either from scratch or by using a pre-made template. Templates are useful for similar projects, letting you reuse existing structures. To use one, make sure it’s already created—see how to set up templates for details.

1. Navigate to the estimate creation form

1. Go to Sales in the top menu.
2. Click New estimate in the top right corner.

2. Fill in estimate details

Complete the form with the following:

• Estimate name – Required
• Quote number – Auto-generated, but editable after creation
• Template – Select an existing template if available
• Client company – Choose from the list or click Add new client
• Contact person – Select from the list or click Add new contact
• (Optional) Add a description and project address
• Responsible user – Assign the estimator
• Attach any relevant files to the file manager

Tip: For a quick setup, just enter the estimate name and contact person. You can complete the rest later.

3. Start the estimate

Click Start estimating to create the estimate. You’ll be taken to the estimation view where you can begin adding items.