Estimates & Proposals
Create, edit, and manage estimates and proposals from first draft to final approval.
AI Estimating Assistant
- Best practices for handling files over 50MB with Beam’s AI estimating assistant
- Why isn't Beam's AI reading my file correctly?
- Prompting Guide
- How to get pricing from the AI Assistant to be more accurate to your business
- How to prompt the AI Estimating Assistant for better, more accurate bids
- How can I use the AI Assistant to edit or ask questions about the bid?
- How many files can I upload to Beam’s AI Assistant?
- How can I set estimating rules for my entire team?
Creating & Editing Estimates
- How do I download my estimate as a PDF?
- How can I use AI to edit my existing estimate?
- How do I reveal line items or groups I've previously hidden?
- How do I start an estimate over after it's already been created?
- Can I bring back a prior version of an estimate after making changes?
- How do I add allowances or add-alternates to my bid?
- What are groups vs. items?
- How can I create templates for estimating?
- How do I copy data from a previous estimate?
- How do I save my estimate?
- Can I add additional options (add-alternates) to my estimate?