How to Upload Existing Estimates
If you have an existing estimate you would like to add to Houzz Pro, you can easily upload your document and quickly share it with clients or leads.
To start:
1. Select the Projects icon in your left navigation and find the relevant project. Click on Estimates in the left menu.
2. Once on the estimates page, click the New Estimate button in the top right of your screen, and select Upload from the dropdown menu.
3. Choose the estimate file from your own files.
4. Once your estimate loads into Houzz Pro, you will need to add in the estimate total in the text box at the top right of your screen. This ensures that there is a total amount due for the estimate, which you can use to create a payment schedule, an invoice, and/or receive online payments.
You can also adjust other details, such as estimate title, due date, scheduled payments, terms and conditions, memos, and more.
5. When you’ve added the required information, click Preview to view the estimate as it will be seen by your client.
6. When it is ready to share, click Send. Add an email subject line and message (or use a Houzz Pro template for this), then click Send again to send the email.
Read this article for more helpful information on creating an estimate: How to Create an Estimate in Minutes