Linked Sub-Estimates Feature

Linked Sub-Estimates for Optional Pricing in PataBid Quantify Need to give an owner a 4-inch vs 6-inch backflow preventer price without rebuilding your base bid? This walkthrough shows how to use Linked Sub-Estimates inside Quantify to handle optional pricing, alternates, and add pricing cleanly, so your base bid stays clean and every option can be priced, updated, and toggled independently. In this video, we cover: ✅ Setting up a primary base bid with takeoff, materials, and closing complete ✅ Creating separate sub-estimates for each owner-requested option (4-inch and 6-inch backflow preventer in this example) ✅ Adding a blank drawing to attach takeoff items to inside each sub-estimate ✅ Closing each sub-estimate by system and naming the systems clearly (BFP 4 inch, BFP 6 inch) ✅ Assigning crews, margins, and sale prices independently to each sub-estimate ✅ Zeroing out margins on sub-estimates to avoid double-marking when linking up to the base bid ✅ Using the Link Estimate button under packages to pull each sub-estimate into the base bid ✅ Assigning distributions to the correct breakdowns inside the base bid ✅ Applying a single overall margin in the base bid to keep markups consistent ✅ Toggling options on and off to compare bid totals with the 4-inch vs 6-inch ✅ Updating a sub-estimate (labor factor, pricing, scope changes) and refreshing the link to reflect changes in the base bid ✅ Copying sub-estimates across multiple projects to centralize common option pricing Linked Sub-Estimates work for any optional pricing scenario, in any trade, so estimators can handle alternates and add pricing without the risk of forgetting to update one of several locations in the base bid. Chapters: 00:02 Introduction to optional pricing and sub-estimates 00:11 Fire protection example (applies to all industries) 00:19 Setting up the primary base bid 00:54 Owner requests 4-inch vs 6-inch backflow preventer pricing 01:24 Creating separate sub-estimates for each option 01:39 Adding takeoff items to a sub-estimate 02:21 Closing each sub-estimate by system 02:37 Assigning crews and margins 03:17 Template tip: simplified template for option estimates 03:49 Why to zero out margins on sub-estimates when linking up 03:58 Linking sub-estimates into the base bid 04:33 Assigning distributions to breakdowns 05:22 Applying a single overall margin in the base bid 05:41 Toggling options on and off to compare bid totals 06:07 Updating sub-estimates and refreshing the linked price 07:22 Copying sub-estimates across multiple projects Ready to transform your MEP estimating processes? 📅 Book a demo: https://quantify.patabid.com/u/registration/ 🌐 Visit our website: https://patabid.com 📧 Email questions: [email protected] 📞 Call our sales team: 1-877-472-8224 👉 Subscribe for more electrical/mechanical estimating tutorials and learn advanced techniques for how to estimate electrical work! #electricalestimating #estimating #constructionsoftware #electricalsupply #electricalindustry #preconstruction #electrician #electricianlife