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Choose a Binding Type

How to determine if an estimate should be binding or non-binding

Ren Jones avatar
Written by Ren Jones
Updated over a year ago

There are two binding types:

  • Binding: The estimated price is guaranteed (also known as flat rate or guaranteed price). The customer's final invoice matches the estimate. That means even if the shipment weighs more or the move takes longer, the price doesn't change.

  • Non-binding: The estimated price isn't guaranteed. That means the final invoice is based on the actual amounts of weight and effort, and the total may be higher or lower than the original estimate.

Note: When you set the binding type, it applies to all jobs on the opportunity.

Choose a binding type

  1. Open an opportunity and click the Estimate tab.

  2. In the Information section, click the Binding Type dropdown and select an option.

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