How do I download my quote?
- On a draft, open Review, the last section of the quote. Press Issue and download. Pick PDF, Word or Excel.
- It asks once whether to issue, because issuing freezes the revision. After that, a change is a new revision, and the file you download is the one the builder holds.
- Press Issue it, and the file downloads in the same press. If you back out, nothing is issued or downloaded.
- There is no separate issue step. You only download a quote to send it, so the first download is the issue.
- After you issue it, Download the quote is at the top of the tab on every section, beside Start another quote. Take as many copies in as many formats as you like. They are all the same frozen revision.
- PDF is the file you send. Word is the file the head contractor's contracts administrator marks up. Excel puts each section on its own sheet, with the amounts as numbers. Their estimator prices against that.
- Send it from your own email. YourCA never sends anything to a builder.
Worth knowing
The document prints on your letterhead from your business profile. It prints each section the way its Prints as setting says. Your exclusions and clarifications come after the price and before the signature block. The builder reads what the price leaves out before they sign it.