1. Once you have created a quote and have completed adding all items and documents, select the “Overview” tab and click on “View Quote”:

2. Use the document organizer to review quote and make any final changes:

• Add any PDF files you wish to include in the change order
• Add taxes and fees
• Enter a quote number
• Select the date
• Enter the name or/and company you are sending the quote to
• Enter any terms and conditions
• Add Inclusions and Exclusions to contract, i.e. warranties
• Add signatures

Click “Save and Update” for any changes made

3. Send and/or export quote:

A. From the document organizer:

• Select “Email Quote” to send the quote directly to someone
• Download a PDF or Print the Quote

B. Export item list:

• Export the Schedule of Prices and/or Provisional Items as a PDF, CSZ, or Excel file from within each of their tabs: