Generating Estimates from Form projects

Updated by Rob Martin

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

  1. Within your Form project, navigate to the Complete tab.
  2. Click the Generate Estimate button
  3. On the Generate Estimate window click NEXT and then ADD to create the estimate.
  4. On the Estimate generated window click OPEN ESTIMATE to navigate to the estimate or CLOSE to remain in the Form project.

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