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Estimating & Proposals
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
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Academy
Estimating & Proposals
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Tracking Change Orders
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Presentations
Custom Input
Payments
Getting started using Bolster Payments
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Presentation Settings
Company Settings Management
Integrations
Estimating & Proposals
Guidance on managing and customizing line items and assemblies within your projects.
How to Tutorials
Sending an Estimate in Bolster
How to Download & Print Proposals
How to Add an Item to a Proposal in Bolster
How to Save Work in Bolster Software
Creating a Selector Tool in Bolster
How to Add a Fee-Based Item
How to Resize Columns in the Estimate View
Using the Take-Off Tab in Bolster for Estimating Jobs
See more
Material Pricing
Creating a Custom Calculation for Items in an Estimate
Adding Detail to Labor Costing of Items in Bolster
Building a Selector Tool for Selection-Based Pricing in Bolster
Setting a Minimum Price on an Item
Adjusting Profit Markup in Bolster
Adding Minimum Quantities in Bolster
See more
