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: