Implementation plan - Estimating - 02 - Drawings and specifications

Configure drawing settings, access a lead, and view or upload drawings and specifications to support estimating.

Step Task description Help topic Training video(s) Application form
1 Review drawing disciplines in Settings () > Feature Settings > Drawings. View Form
2 Select the Leads icon in the left navigation pane, then select the current lead in the Quick Select section. The Current Lead Home page opens. Form
3 Select Drawings Specs and Invitation To Bid (ITB) in the Quick Links tab under the Estimating Department section.
4 View or upload drawings. View
5 View or upload specifications. View

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Posted May 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.