Buildxact allows you to turn your estimate into a professional quote or proposal to share with your customer.

You can customise the quote layout, preview the final document, save reusable layouts, share the quote digitally, and collect customer acceptance through digital signatures.

Watch the video below for a full walkthrough, or scroll down for step-by-step instructions on specific actions.

To create your quote:

The quote is made up of several sections that can be customised depending on the level of detail you want to provide to your customer.

Each quote section can be turned on or off depending on your preferred presentation style.

Common sections include:

You can adjust the sections to suit your quoting style and customer expectations.

There are two common approaches for presenting estimate information.

Quote items

Shows the items from your Estimate Costings screen.

You can choose whether to display:

Specifications

Provides a more descriptive, image-rich presentation of the work included.

Many users choose either detailed quote items or specifications depending on how they want to present their proposal.

If your estimate includes allowance items such as PC or PS items, you can include these in your quote.

Allowance settings allow you to control how these items are presented to your customer.

Before sending your quote, use the preview options to review how it will appear.

You can:

Select PDF Preview to generate a downloadable version of your quote.

The PDF will reflect the current quote layout, including:

You can use this version for printing or sharing manually.

If you create quotes regularly, save your layout to avoid rebuilding the same formatting each time.

Your layout can now be reused on future quotes.

To use an existing layout:

This is useful if you have different quote styles, such as:

If you apply a saved layout and then make changes only for the current estimate, Buildxact creates a new version of the quote layout.

Your original saved layout remains unchanged.

This allows you to customise individual quotes without affecting your templates.

Advanced editing allows you to make deeper changes to the structure and appearance of your quote.

You can customise items such as:

Advanced editing is designed for users who want more control over the final presentation.

If changes cause formatting issues or the quote no longer displays correctly:

This restores the original Buildxact quote layout.

Once your quote is ready, you can send it directly to your customer.

Select Send Quote to choose your delivery options.

You can send your quote using:

Standard delivery sends the quote for the customer to review.

Digital signature allows the customer to acknowledge and accept the quote electronically.

You can choose who receives the quote.

Options include:

The email body can be edited before sending.

You can also create reusable email templates if you regularly send similar quotes.

Digital signatures allow customers to formally accept a quote online.

When digital signature is enabled:

The customer is shown confirmation that signing represents acceptance of the quote, terms and conditions, and associated costs.

Once accepted:

You can also view the acceptance notification from your Buildxact alerts.

You can review quotes sent from a specific estimate.

Open the estimate and select the Email button.

This shows communication related to that estimate.

Tip: The Email history is useful for confirming what was sent to a customer and when it was sent.

In some situations, you may need to reopen an accepted quote.

For example, if the customer requests a change after accepting.

To reopen a quote:

Important: Only reopen an accepted quote when necessary. Changing an estimate after customer acceptance can create a mismatch between what was agreed and the current estimate.