How do I create an estimate in Beam and send it to a client?

Step by step instructions on how to send winning bids / estimates via Beam

Note:

Estimates are moving to projects.

You can now find estimates with a project on the 'Projects' page. To create a new estimate, start by adding a project. Estimates can be managed within their associated project.

Within Beam, it’s easy to create clear and visually appealing estimates to send to your prospects. Simply follow these steps:

Go to the “Projects” tab in the menu bar and select “Add new” and then Estimate in the top right of the page
On the "Basic information" page, add the prospective customer and address. You can also edit the “Project name” box to create a unique identifier for you and your customer
On the next page, organize your estimate into sections, itemized costs, fees, and discounts. You can also edit a previous estimate or template by selecting "Copy from estimate..." (see below). You can also import takeoff from XactRemodel using the "More..." drop down.
1. You may choose to categorize each item for easier job costing.
2. Next, choose a markup to hit your target profit margin.
3. Lastly, customize your estimate by using the toggles directly above the pdf preview
Before sending, you can add visually appealing cover pages to your estimates to up-level your proposals and win more jobs. You can choose to customize the text and images.
After sending, you can easily revise estimates and send new versions to win the job. Simply click into the estimate, click "More actions -> Edit estimate" in the top right-hand corner.

You can also get notified whenever a lead opens an estimate email or views the estimate page so you can proactively reach out or send reminders. You can turn on notifications on the settings profile page here.