How Do I Select a New Estimate Design in the New Sales Experience?

Estimate Designs

• For Users with Settings access:
  • To access Estimate Settings, click on your Profile Picture or Initials in the top right-hand corner. Then, select Settings. In the Settings menu on the left side of the page, select Estimate Settings. 
    
    
• For Users without Settings Access:
  • Go to any Job, select the Estimates tab, and then select the gear icon to access the Estimate Settings.
    
    

In Estimate Settings, select the Estimate Design tab and click on the design you would like to use.