Wiplist

Understanding estimate fundamentals with Wiplist.

Introduction to estimates

Step-by-step user guide on how to create an estimate.

How to create an estimate

Monitor and update estimates to keep your team aligned on progress.

Estimate status options

Preview estimates

Send your estimate

Manage estimate approvals to advance to the next stage of a project.

Accepting estimates

Create a copy of an estimate

Changing client details on an estimate

Reassign estimates to different projects.

Changing an estimate to another project

Using estimate details to create upfront, progress, or project invoices.

Creating an invoice from an estimate

Map tasks, activities and milestones from your approved estimate.

Creating tasks from an estimate

Loading an estimate template

Using a saved template to create estimates quicker.

Saving an estimate template

Submitting an estimate for internal approval

Using price tiers to create estimates based on agreed client specific charge-out rates.

Changing a price tiers

Applying a price adjustment to an estimate

Learn how to build estimates efficiently with our in-built features and tools.

Estimates

Find answers and get help from Intercom Support and Community Experts

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