Create and Export Proposals in a Drawing
Updated over a week ago


You can now use your custom built proposal in app to generate a customer facing proposal that is ready to be sent to your customers.

* Note that you can only do this once you “publish” your template to the app.

Export in App:

  • In the app, open a drawing and pull up the Takeoff & Estimate screen.

  • Tap Export and then Customer Proposal (PDF).

  • If you have more than one published template, you will be prompted to select one.

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