Estimate Worksheet

How to customize your Estimate Worksheet to capture the data you need in the format you want.

En Español The Estimate Worksheet Dashboard provides greater insight into your estimate data. It displays key metrics like selling price, tax, overhead, margin and profit in a format you can quickly review to make sure your project is profitabl...

How to save and apply different views to an estimate worksheet, as well as edit and delete views if needed.

You have the ability to enter and change certain data directly on the Estimate Worksheet . For example, you can manually add line items and enter unit costs/quantities for them. You can also override existing quantities. This means you can add thin...

How to add or delete overhead, sales tax, and other non-measured costs on your Estimate Worksheet to help determine the complete project cost.

How to use the Estimate Worksheet to calculate the total labor hours needed for a project.

How to apply BNi item cost data to estimates to quickly budget for projects and ensure bids are competitive for the project location.

STACK provides different options for exporting your Estimate Worksheet data so you can choose the format that best suits your workflow and how you want to use the data. Export to CSV - This option will export data as it is displayed in the Est...

How to export Estimate Worksheet data from STACK to create a Project Quote or Sales Order in Acumatica.

En Français STACK's integration with Sage Intacct allows you to easily export Estimate Worksheet data from STACK to create a Project Estimate in Sage Intacct. How It Works First, you need to set up the connection/integration in STACK. (Yo...