Using your Proposal in App

Summary:

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).

export.png

 

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

versions.png

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