@rgraefe-msn-com
You may prepare the Estimate data with the following template
| Customer | Transaction Date | RefNumber | PO Number | Class | Template Name | To Be Printed | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Email | Contact Name | First Name | Last Name | Rep | Terms | Due Date | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Item Line Class | FOB | Customer Acct No | Markup | Markup is Percent | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | Currency | Exchange Rate | Sales Tax Code |
| Home Town Bank | 01/10/2020 | 100 | 999 | | | Y | Home Town Bank | One Hundred State Street | | | Anytown | NJ | 12345 | USA | Home Town Bank | One Hundred State Street | | | Anytown | NJ | 12345 | USA | (123) 456-7890 | | | | | | | Net 30 Days | | | Remodel | | Cabinet | 2 | Cabinets | 1000 | | | | | | | | | | | | | | Non |
| Home Town Bank | 01/10/2020 | 100 | 999 | | | Y | Home Town Bank | One Hundred State Street | | | Anytown | NJ | 12345 | USA | Home Town Bank | One Hundred State Street | | | Anytown | NJ | 12345 | USA | (123) 456-7890 | | | | | | | | | | Remodel | | Hardware | 4 | Hardware | 100 | | | | | | | | | | | | | | Non |
| Jane's Supermarket | 01/10/2020 | 200 | 123 | | | N | Jane's Supermarket | One Main Street | | | Anytown | NJ | 12345 | USA | Jane's Supermarket | One Main Street | | | Anytown | NJ | 12345 | USA | (999) 999-9999 | | | | | | | | | | Rehab | | Wood Door | 1 | Wood Door | 500 | | | | | | | | | | | | | | Non |
| Johnnies Sunoco | 02/10/2020 | 201 | | | | N | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | | | | | | | | | | | Rehab | | Flooring | 100 | Wood Flooring | 10 | | | | | | | | | | | | | | Non |
| Johnnies Sunoco | 02/10/2020 | 201 | | | | N | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | | | | | | | | | | | Rehab | | Wallpaper | 100 | White Wallpaper | 10 | | | | | | | | | | | | | | Non |
| Johnnies Sunoco | 02/10/2020 | 201 | | | | N | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | | | | | | | | | | | Rehab | | Lights | 5 | Overhead Lights | 50 | | | | | | | | | | | | | | Non |
| Johnnies Sunoco | 02/10/2020 | 201 | | | | N | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | Johnnies Sunoco | 1 North Street | | | Anytown | NJ | 12345 | USA | | | | | | | | | | | Rehab | | Draperies | 10 | Blue Draperies | 500 | | | | | | | | | | | | | | Non |
then utilize an importer tool
https:// transactionpro.grsm.io/qbd
