Estimates & Proposals

Exporting a Proposal

Export your estimate as a branded proposal PDF that you can adjust before downloading, or as an Excel or CSV file.

Steps

1. On the ESTIMATES tab, switch to Summary and open Export Proposal.
2. Choose Excel (.xlsx) or CSV to download a spreadsheet of the summary, or Proposal PDF (with attachments) to open the Edit & Export Proposal window.
3. In the preview, click any text to edit it. Drag a grip to reorder lines or sections, and hover a line to hide it (eye icon) or delete it (trash icon). A section's eye icon hides the whole section.
4. Lines at $0 (rows you haven't priced) start hidden. A note above the preview says how many; click Show them to put them back.
5. Edit the Terms and Conditions near the end if this proposal needs different terms. They start from the Proposal terms in your Company Profile.
6. Use the toolbar above the preview to set the Font, Size, Bold, Italic, Text color, and Accent color for the whole document. Drag the corner handle on your logo to resize it.
7. Under Attachments, click Add files, or tick Takeoff sheets and Project documents to include. They are merged behind the proposal into one PDF. With many sheets, search the list or use Select all; one proposal attaches up to 60 sheets.
8. Click Export PDF.

Notes

• •Edits in this window change the proposal only; your estimate stays unchanged. They are kept for your next export of the project until you reload the page, even after a successful export, and carried over when the estimate changes. Undo all edits, under the preview, goes back to the proposal as the estimate makes it.
• •Hiding or deleting a line also takes its cost out of the PDF's subtotal and totals.
• •Every proposal ends with an Acceptance block: signature lines for the client (Accepted by, Signature, Title, Date) beside your company's.
• •Add files accepts PDF, Word (.docx), Excel (.xlsx), CSV, text, and PNG, JPG, WebP, GIF or BMP images; non-PDF files become PDF pages. A file type that can't be attached is refused when you pick it, with the reason.
• •A secured PDF (one that restricts copying or printing) is added as page images, up to 60 pages. One that needs a password to open, or a longer one, can't be added: print it to a new PDF and attach that.
• •A file over 150 MB is left out of the proposal, with a note: attach a smaller copy. The export starts as soon as you press Export PDF and shows its progress (sheet N of M) with a Cancel button; most proposals with sheets attached take a few seconds.
• •Takeoff sheets lists every sheet in the project. Each sheet you tick is attached the way it looks in Yanno: the drawing with its takeoffs, annotations and legends, on its own page at the drawing's paper size. Takeoffs you have hidden stay hidden, and anything you covered with an annotation, like a white box over a title block, stays covered.
• •The logo, company details, and footer come from your Company Profile (see Company Profile).