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How do I share an estimate to another Buildxact account?
How do I share an estimate to another Buildxact account?

This is how you grab an estimate from one account and copy it into another account.

Dan C avatar
Written by Dan C
Updated over a week ago

While this feature is most commonly used by estimators who want to transfer estimates to other Buildxact users accounts. It can also be useful if you have a friend who uses Buildxact and they are happy to share an estimate with you, or you have a company with multiple Buildxact accounts.

Steps:

1. Go into your list of estimates and hit the share button

2. Enter the email of the account you're sending to. Note this needs to the be registered email of that account as shown below

3. Choose the restrictions you want to apply to the estimate when the other person gets it

4. Hit share, you'll both get a confirmation email advising of the shared estimate.

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