Choose a compatible units library record with a status of Estimated, where cost details are fully generated for a capital design project on the Costs tab, and then use the Quote Estimate button on the Record View to generate a quote for customers.
This temporarily places the CU estimate into a Quoted status. This status is intended to designate the period after which cost details for a CU estimate have been calculated and sent to a customer for approval, however approval is still pending.
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Select Work > Projects > Compatible Units > CU Estimates.
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Select the CU estimates record for which to quote an estimate, and then click Quote Estimate. The status of this CU estimate is changed to Quoted.
All tabs on this CU estimate record are protected. No other updates to this estimate
are permitted in this status. Additionally, when a CU estimate is in Quoted status, the status of the corresponding project is updated to CU Estimate Awaiting Customer to indicate that customer approval is pending.
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Once the estimated costs is approved by the customer, your next step is to approve the estimate.