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

On the ESTIMATES tab, switch to Summary and open Export Proposal.
Choose Excel (.xlsx) or CSV to download a spreadsheet of the summary, or Proposal PDF (with attachments) to open the Edit & Export Proposal window.
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.
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.
Under Attachments, click Add files, or tick Takeoff sheets and Project documents to include. They are merged behind the proposal into one PDF.
Click Export PDF.

•Edits in this window apply to this PDF only; your estimate stays unchanged.
•Hiding or deleting a line also takes its cost out of the PDF's subtotal and totals.
•Add files accepts PDF, PNG, and JPG. Anything that can't be attached is listed after the export.
•Takeoff sheets lists one entry per uploaded drawing file, named after its first sheet. Ticking an entry attaches that whole original file, without takeoff overlays.
•The logo, company details, and footer come from your Company Profile (see Company Profile).