Creating an Estimate From Instructions
Generate an estimate from a described scope, deliverables, resources and rates.
Creating an Estimate From Files
Extract scope, deliverables, resources and rates from an attached file to prepare an estimate.
Updating Rate Cards
Update rate card values and see the impact on estimates, contracts and project costs.
Discussing Estimate Scenarios Before Creation
Compare alternative scopes, resources, rates and budgets before creating an estimate.
Copy a Fee to the Next Year
See how an account manager renews a client's retainer by asking the AI Assistant to copy this year's Fee, with its estimate, to next year, apply an inflation rate to the estimate lines and activate the new estimate.