How do I import an existing estimate?
First, navigate to the Estimates page by clicking the “Estimates” tab in the sidebar. Then click the “+ New Estimate” button to create a new estimate. Look for the “Import Pdf Estimate” in the top left of your new estimate.
Click this button to open file explorer and select the appropriate pdf estimate from your computer. Alternatively, you can drag and drop a pdf into the customer/ item area of the estimate. This will open the Imported Estimate Details window.
If your plan includes Smart Import most or all of this data will be automatically filled in for you. Either way, use this window to enter and/or review the pdf data coming from your pdf into StickyBid.
Once you’re sure all the information is correct, click the “Confirm” button and proceed like normal to send the estimate off to your customer!