Enter Estimate Service Agreement

In ProjectStream 365, entering an estimate service agreement is a straightforward process designed to support early-stage planning and client alignment. Users can create an estimate agreement by outlining the anticipated scope of work, projected costs, resource requirements, and timelines—without committing to final terms. This allows project teams to present clients with a clear and professional preliminary proposal that can be reviewed and refined before becoming a formal agreement, streamlining the transition from estimation to execution.

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Procedure

Name: Enter a unique Agreement Name

Account: Select the Account

Site: Select the agreement site

Contact: Enter the agreement contact

Salesperson: Select the salesperson for the agreement

Program Manger: Select the Program Manager for the agreement

Start Date: Agreement start date

End Date: Agreement ending date

Billing Cycle: Select the billing cycle

Price List: Select the Price List