> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/estimating/creating-estimates/how-to-create-a-new-estimate.md).

# Create a New Estimate

Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal.

To create a new estimate in PaintScout, click the **New** button, select an estimate type, choose a template or blank quote, and start adding areas and line items.

1. Click the **New** button on the Dashboard or the Estimate page.

   <figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-3c73829136d7f056a93ccdf03c78287e59079ebe%2FScreenshot%202026-09-18%20at%201.45.17%E2%80%AFPM.png?alt=media" alt="Screenshot showing the New button on the PaintScout Dashboard"><figcaption></figcaption></figure>
2. You will be prompted to select an estimate type. [Learn more about estimate types >](/support/customization/templates-and-presets/what-are-estimate-types.md)

   <figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-bbd916824b4810d52cac3741fcffd9bc9751ee96%2FScreenshot%202026-09-18%20at%201.47.49%E2%80%AFPM.png?alt=media" alt="Screenshot showing the estimate type selection dialog after clicking New"><figcaption></figcaption></figure>
3. You now have the option to either start from a pre-created template or begin with a blank estimate by choosing **Empty Quote.** [Learn more about templates >](/support/customization/templates-and-presets/estimate-templates.md)

   <figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-e87e52ee4d5c696f197c18185d59331f89cf10ee%2FScreenshot%202026-09-18%20at%201.49.07%E2%80%AFPM.png?alt=media" alt="Screenshot showing template selection with the Empty Quote option for starting a blank estimate"><figcaption></figcaption></figure>
4. Add a **Contact** directly from your [Contacts](broken://spaces/WkNHjfXEorvmq9q638Mz/pages/sQLnQlVq78ShrUrKiL3m), or create a **New** contac&#x74;**.**

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-0bcf612811708f70355adeb67a15640f543c171d%2FScreenshot%202026-09-18%20at%201.52.20%E2%80%AFPM.png?alt=media" alt=""><figcaption></figcaption></figure>

5. Start building your estimate by clicking on the **+Add Area or Line Item** button.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-726c9037e92e3fc6debdf45b55d22d51ec370c48%2FScreenshot%202026-09-18%20at%201.55.05%E2%80%AFPM.png?alt=media" alt="Screenshot showing the Add Area or Line Item button on a new estimate"><figcaption></figcaption></figure>

{% hint style="info" %}
If certain items aren't available when you're creating your estimate, they might not have been enabled for that estimate type.

Head to your **Account Settings** and ensure that the missing items are enabled for that estimate type.
{% endhint %}

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Estimate Templates</strong></td><td>Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates.</td><td><a href="/support/customization/templates-and-presets/estimate-templates.md">Estimate Templates</a></td></tr><tr><td><strong>Smart Templates</strong></td><td>Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates.</td><td><a href="/support/customization/templates-and-presets/smart-templates.md">Smart Templates</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.paintscout.com/support/estimating/creating-estimates/how-to-create-a-new-estimate.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
