Import Estimate Data

The Import Estimate Data feature allows you to insert line items from the main estimate grid directly into the proposal description as a table. This is useful when customers want to see pricing broken down by area.

Example estimate

The example below shows an estimate containing multiple areas, using both production rates and Free Entry Mode.

Any areas marked as excluded in the estimate will not be imported into the proposal.

To begin, open the Proposal & Invoices tab. Then click Import Estimate to open the import dialog.

The import dialog shows.

Import options

Insert At: ( 1, 2, 3 ) from the above image

• Start of Document — Inserts the table at the top of the proposal
• Caret Position — Inserts the table at the current cursor position
• End of Document — Inserts the table at the bottom of the proposal

Include: (4 & 5) from the above image

• Total Costs — Includes labor and materials as a single total per item
• Material Costs — Includes only the material cost for each item

Other: (6) from the above image

• Round amounts — Rounds item totals up to the nearest dollar. This also updates the total shown in Proposal Details.

Production rate formatting (7) from the above image

Trim production rate descriptions

This option removes the descriptive portion of production rate text.

Example:
“437 Sq Ft of Walls: 2 Coats: 8' Full Prep and Paint”
becomes
“437 Sq Ft of Walls: 2 Coats:”

Remove number of coats: (8) from the above image

This option removes the number of coats entirely.

Example:
“437 Sq Ft of Walls:”

Important limitations

• Only one table is allowed per proposal
• Tables must be removed before importing a new one

Removing a table

To remove a table:

1. Click inside any table cell
2. Right-click and select Remove Table

Alternatively, click Import Estimate and choose Remove All Tables.