Tool Tips: Updated Estimating Workflow

Creating clean, professional estimates shouldn’t require duplicate work. Whether you’re offering A/B/C proposals or managing multi-surface projects, the right tools can save your team hours and close jobs faster.

Join Emily Ohara, Senior Product Marketing Manager, and Mahan Karimi, Customer Success Manager, for a deep dive into two powerful new functionalities: Multiple Scopes and Measure Sheets. You’ll see how they work together to simplify the estimating process, eliminate errors, and deliver a polished experience to your customers.

In this session, we’ll cover how to:

• Build multiple versions of an estimate using shared measurements
• Present side-by-side options without recreating data
• Reduce time spent on repetitive tasks
• Streamline communication between your sales team and your customers
• Increase close rates with faster, clearer proposals

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