Deal GC Estimates

The Deal GC Estimates page allows users to store the details of a GC estimate and show if it has been approved or not.

GC Estimates

To add a new GC estimate:

  • Click on + New GC Estimate
  • Select a Type and Firm from the dropdown menus
  • Fill in the other boxes as necessary
  • Toggle the approved button to mark a GC estimate as approved or unapproved
  • Click Create

If the GC estimate Type you need is not available, go to Deal Configuration to see how to add a new GC estimate Type.

To edit a GC estimate:

  • Click on the GC estimate you want to edit
  • Edit the options as desired
  • Click Update