Estimating activation

In order to activate the estimating service, follow the steps below.

Visit our Web Portal and begin the activation process for estimating in one of two places:

From the left sidebar:

You may also begin the process from the button in the banner:

Clicking either of the links above will land you here:

DocuSketch offers a $250 welcome bonus for new users who subscribe to one of our estimate subscription plans. Please note that the welcome bonus does not apply to "A la carte" plans:

Scroll down to find and click on the “Make an appointment” link. This will give you the opportunity to schedule time with our Estimate Consultant where we can learn more about your estimating needs:

After your Estimate Consultant appointment, your next step will be to go back to the web portal and “Activate Estimates” from the left sidebar:

Or click on the purple button in the banner:

After you’ve read the terms and conditions, please check the box to agree to them and then click the “Activate DocuSketch Estimating” button:

The pricing screen based on the estimating contract will now appear for your review.

Finally, you will be asked to “Confirm and activate” the estimating service by clicking the button: