Configure the Estimate Builder
Manage estimate catalog, prices, rules, flow, and notes.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Configure the Estimate Builder is for and choose the correct next action.
Safety and data checks
- • Pricing and accounting changes can affect customer quotes immediately; never test against a live customer send.
Complete the task
- 1Navigate
Open Configure the Estimate Builder
Use the Hub navigation to open Configure the Estimate Builder. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultConfigure the Estimate Builder is open and its page heading is visible.
- 2Review
Understand what belongs here
Estimate Builder configuration controls the shared catalog, pricing, rules, and notes used by the public and manual estimators. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Identify the exact category, product, flow, rule, selector, note, or pricing control before editing. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Preview the effect with a representative estimate and verify quantity, pricing, tax, PDF, and acceptance behaviour. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Pricing and accounting changes can affect customer quotes immediately; never test against a live customer send. This orientation ends before any irreversible or customer-facing submission.
Pricing and accounting changes can affect customer quotes immediately; never test against a live customer send.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.