How to: Combine two estimates into one in Bidpro.


Details:

Combining estimates into one in Bidpro.

NOTE: Before combining two estimates into one, one of the estimates must be changed to a template.

  • Find the estimate that going to change to a template.
  • Click on the save estimate as a template icon savetem
  • The estimate now will have this icon temp to left on it on the screen.
  • Highlight this estimate and then click on the following export the screen below appears. Select Export selected lines only to an existing estimate or template.
  • Tag the lines and then type in the existing estimate that the lines are being exported to.
  • Click Export

export




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