How to Import a Completed Estimate
- 10 Feb 2025
- 1 Minute to read
- PDF
How to Import a Completed Estimate
- Updated on 10 Feb 2025
- 1 Minute to read
- PDF
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Xactimate
- Once an estimate is completed, DocuSketch will email the user who created the estimate request a .ESX file and a rough draft PDF of the estimate.
- Both of these documents will also be available on your DocuSketch Web Portal upon completion of the estimate.
- To import the estimate .ESX, follow the same process used for importing the sketch .ESX.
Symbility (ClaimsConnect)
- Symbility (ClaimsConnect) estimates are not stored within DocuSketch as the .fml file type. Symbility does not support line items at this time.
- All Symbility (ClaimsConnect) estimates are required to be written within your Symbility login. You will still receive an email notification once the estimate is completed.
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