Getting Started - XactPRM Helps

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Getting Started

8 articles

Steps to create an estimate

View these documents for help walking through the estimate creation process

Updated 1 year ago by Rob Martin

Step 1 - Creating an estimate

Learn how to create an estimate in XactPRM

Updated 1 year ago by Rob Martin

Step 2 - Filling in the Project Info tab

Learn about each of the Project Info fields

Updated 2 years ago by Rob Martin

Step 3 - Filling in the Pricing tab

Learn what each of the estimate pricing settings represent

Updated 2 years ago by Rob Martin

Step 4 - Adding and Managing Images on the Images tab

Learn how to add images to add color to your estimate

Updated 2 years ago by Rob Martin

Step 5 - Estimating

Learn all about groups, line items, and line item attachments.

Updated 2 years ago by Rob Martin

Step 6 - Completing an estimate and viewing reports

Learn how to complete your estimate, view and generate reports.

Updated 2 years ago by Rob Martin

Help options for XactPRM

Learn how to get help with XactPRM and submit feedback.

Updated 2 years ago by Rob Martin

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