In today’s video, we’ll be talking about Estimating, specifically, an overview of Contracts.

In this video, you’ll:

  • Learn how to create a contract opportunity

  • Understand the different types of contract invoice types

  • Discover the definitions of fields within a contract opportunity


Sections

  • 0:00 Introduction

  • 0:32 Overview of Properties

  • 8:39 Reviewing an Existing Contract

  • 10:47 Creating a Contract Opportunity

  • 14:10 Invoice Type Overview

  • 17:00 Renewal Date and Start and End Date Fields

  • 18:52 Using Tags on a Contract

  • 19:24 Proposal Description 1 and 2 Overview

  • 20:18 Using Opportunity Invoice Notes

  • 20:39 Using Estimator Notes

Training Video

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