How to import a completed estimate
- 10 May 2023
- 1 Minute to read
- PDF
How to import a completed estimate
- Updated on 10 May 2023
- 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.
- Please click here for steps on importing for both Xactimate Online and Xactimate Desktop.
Symbility (ClaimsConnect)
- Symbility (ClaimsConnect) estimates are not stored within DocuSketch as the .fml file type Symbility creates 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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