video1.0<iframe src="https://www.loom.com/embed/4dd9a05913c24224b71b890b25d5c3f0" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4dd9a05913c24224b71b890b25d5c3f0-f2da257e8a54e966.gif561.085In this Loom, I walk through how to create an estimate in the project workspace. After opening the project brief and clicking Estimates, I cover the four pages, project setup, project fees, hard costs, and quote review. In project fees, I show how to add account management rows, select client service roles and time by planning, production, and post production wrap, then save and move on. In hard costs, I remind you to choose the right categories, including insurance for an XM activation, and add descriptions. In quote review, I show value pricing or line item pricing, fill in project scope, roles, invoicing schedule, and signing authority thresholds, then submit for business approval.