My Example CRM

Either open a estimates that you've started or click Add Estimate +

Configure estimate settings and click Continue and Build Estimate

From the Introduction tab, under Cover Image click Click here to upload

You can click the Introduction page of the estimate to view your image

1. Log into your account
2. From the menu, click Estimates
3. Either open a estimates that you've started or click Add Estimate +
4. Configure estimate settings and click Continue and Build Estimate
5. From the Introduction tab, under Cover Image click Click here to upload
6. File explorer will show on your computer
7. Choose your image and click Open
8. The image will upload
9. You can click the Introduction page of the estimate to view your image
10. Follow steps above to make changes

Upload a cover image to your estimate

Find answers and get help from Intercom Support and Community Experts

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