How to create a quote from an estimate

You can generate a quote directly from an estimate and export it as a PDF or XLSX file. Before downloading, you can choose what information to include.

1. Open the estimate

Navigate to the estimate you want to convert into a quote.

2. Click 

Download Quote

In the top-right corner of the estimate view, click Download Quote.

A pop-up will appear with format and content options.

3. Select the export format

Choose between PDF and XLSX by selecting the appropriate radio button.

4. Customize the quote content

Use the available checkboxes to control what’s included:

Include in the document

• Bid notes – Appends bid notes at the bottom of the quote.

Include in table

• Subheadings – Shows subheadings in the quote table.
• All detailed line-items – Displays individual line items.
• Free-of-charge line-items – Includes items with no client cost.
• Comments and specifications column – Adds a column for additional item notes or descriptions.

Column display options

• Quantity column – Shows quantities for each item.
• Unit column – Displays units of measurement (e.g., m, pcs).
• Price column – Adds unit prices.
• Unit-based price column – Shows cost per specific unit (e.g., per shed).
• Total column – Displays total cost per item.

Tip: Adjust these settings based on how much detail your client needs.