Generating Estimates from Form projects
XactPRM Forms+ helps you kill two birds with one stone: collecting property information while at the same time generating an estimate of repairs or changes needed to the property. Creating and Filling out Form projects covers how to fill out a form. This guide will cover the final step of generating an estimate from the Form.
Generating an Estimate
- Within your Form project, navigate to the Complete tab.
- Click the Generate Estimate button
- On the Generate Estimate window click NEXT and then ADD to create the estimate.
- On the Estimate generated window click OPEN ESTIMATE to navigate to the estimate or CLOSE to remain in the Form project.