Estimation Tools

Files:

Course:

1. Open File (Face Frame & Frameless, Frameless, Face Frame)
2. Enter Date in Cell C2
3. Enter Customer Name in Cell A12
4. Click on Quote Cabinet List TAB
5. Enter Cabinet from Drop Down List in Cell A16
6. Enter Quantity in Cell C16
7. Look over quote, confirm all looks right
8. Save in [file name] - Quote - [Date] in Quote folder
9. Send to Client

Checklist:

• Did you add the right SKUs?
• Did you double check the QTY?
• Are there other tabs and did you remove them if so? (Unless its a spec tab)

Cadence:

• Whenever we approve a working quote and need to make it client-ready