Course Code: CENG-04
Goal: Learn the complete step-by-step process for creating a new estimate in CUBE—from setup and documentation to client-facing outputs like quote letters.

Session Overview

Duration: 1 Hour
Format: Instructor-led (Microsoft Teams or in-person)
Level: Beginner to Intermediate
Resources Provided:

• Accessing Estimate Page.
• Creating an Estimate.
• Adding Scope of Work (SOW).
• Adding Scope of Performance (SOP).
• Generating Quote Letters.
• Estimate Setup Checklist.
• Sample Estimate + Quote Package
  

Learning Objectives

By the end of this session, participants will be able to:

• Navigate the Estimate List Page to manage new and existing estimates.
• Create a new estimate and associate it with a project.
• Define a clear and professional Scope of Work (SOW) using CUBE’s built-in tools.
• Attach supporting documentation to ensure estimate completeness and transparency.
• Generate and customize a client-ready Quote Letter with pricing and system summary
  

Session Agenda

4.1 Navigating the Estimate List Page

• Introduction to the Estimate Dashboard.
• Overview of filtering, search tools, and list views.
• Accessing recent estimates and starting new ones from within the dashboard.
  

4.2 Creating a New Estimate

• Step-by-step guide to starting a new estimate.
• Linking the estimate to an existing project or creating a new project record.
• Entering core estimate details:
  
• Estimate Name.
• Client / Contact.
• Project Location.
• CRM and Sales Info
  
• Importance of consistency in naming and client data for filtering and reporting.
• Setting initial estimate margins and team access
  

4.3 Creating a Scope of Work (SOW)

• Defining the Scope of Work as the narrative that outlines what’s being delivered.
• Key elements of a clear SOW: Deliverables, Assumptions, Exclusions.
• Using CUBE’s SOW editor: formatting text, inserting system references.
• Saving and reusing SOW templates to reduce repetitive writing.
• Aligning your SOW with internal standards and customer expectations
  

4.4 Adding Scope of Performance (SOP) (if applicable)

• Differentiating between SOW and SOP.
• Outlining technical or performance criteria (e.g., signal requirements, coverage areas).
• Documenting constraints or minimum standards for execution.
• Linking SOP notes to estimate systems where applicable.
  

4.5 Attaching Supporting Documents

• Types of documents typically attached to an estimate:
  
• Floor plans, system layouts, specifications.
• Compliance forms, internal reviews, client-provided documents
  
• Uploading and organizing files within the estimate workspace.
• Tagging and versioning documents for easy access and future reference.
• Maintaining document history for audits, revisions, or field coordination
  

4.6 Generating Quote Letters

• Using CUBE’s built-in quote letter generator to create a polished client proposal.
• Pulling in dynamic data such as:
  
• Estimate summary.
• Pricing totals.
• System titles and descriptions
  
• Adding custom disclaimers, payment terms, or legal language.
• Formatting and previewing for client delivery.
• Exporting to PDF or sharing internally for review
  

Hands-On Exercises

Participants will:

• Navigate to the Estimate List Page and locate a recent estimate.
• Create a new estimate linked to a training or test project.
• Input project, client, and sales data.
• Write a simple Scope of Work using the built-in editor.
• Upload at least two supporting documents.
• Generate and review a draft quote letter
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Practice creating estimates for both real and mock projects.
• Review previous scopes and standardize frequently used SOW and SOP entries.
• Set up an internal quote letter template to align branding and formatting.

Develop a checklist for estimate creation that includes naming, documentation, and approval flow

Note: When scheduling, make sure to include this session code: CENG-04.

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