Create an Estimate Proposal

CONSTRUCTIONONLINE - CREATE AN ESTIMATE PROPOSAL

OBJECTIVE

To create an Estimate Proposal from a ContructionOnline estimate

BACKGROUND

Let's be real for a moment; the quicker you can get your client to sign on the bottom line, the quicker you can get to work. ConstructionOnline allows you to expediently generate an Estimate Proposal that you can put in front of your client in the blink of an eye.

STEPS TO CREATE AN ESTIMATE PROPOSAL

  1. Select Estimating from the left menu
  2. Open the Estimate for which you want to create a Proposal
  3. Click on the Actions dropdown menu at the top right of the Estimate
  4. Select Report Generator
    1. This will open the Report Generator modal
  5. Choose Estimate Proposal from the Select Report dropdown menu
  6. Enter and select the information to be included in the Proposal
  7. Click Generate

VIDEO


RELATED TOPICS

  • Export an Estimate to Excel

SUPPORT

For additional information about Estimate Proposals, contact UDA Technologies at 800-700-8321.