Using your Proposal in App


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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