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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.

    Screenshot showing the New button on the PaintScout Dashboard

  2. You will be prompted to select an estimate type. Learn more about estimate types >

    Screenshot showing the estimate type selection dialog after clicking New

  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 >

    Screenshot showing template selection with the Empty Quote option for starting a blank estimate

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

    Screenshot showing the Add Area or Line Item button on a new estimate

If you find that certain items aren't available for selection when you're creating your estimate, it could be because they haven't been enabled for that specific estimate type.

Head to your Account Settings and ensure that the items like contracts or production rates are enabled for the type of estimate you're working with.

Related articles

Estimate Templates

Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates.

Smart Templates

Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates.

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