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Creating a project estimate form (cost and retail rates)

edited Nov 28, 2019 12:24PM in Accounting / ERP 5 comments

We are a service company who currently uses an excel sheet to build an estimate prior to us bidding on a project.  This sheet has titles that you select with hours that prepopulate an hourly cost and sell rate.  We are also able to include materials if needed.  We use this as an internal form so we know what our cost would be and a projected margin so we can make sure we make a buck.  I would love to somehow utilize Netsuite.  Does anyone currently do anything similar?  I'm not quite sure how to start or if it is

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