Create Estimate Revision

Before you begin

• Ensure that you are logged into Elda(Chrome) Estimates.

Steps to Follow

1. Load the required Estimate

2. Select the "..." button next to the Revision number

   

3. Select New Revision

   

4. Enter notes into the Notes field that detail why a revision is being created for this Estimate. Once you have entered enough characters, the Create option will be enabled. Select Create.

   

5. If required, you can now add a new Pricing Model for the Estimate by going to the Pricing tab and selecting Pricing Models

   

6. Select New Pricing

   

7. Enter Pricing and discount details then select Apply Pricing