There are two (2) different quote layouts available -
Buildxact Print Only Layout - This layout has fixed settings and sections and is perfect for printable quote letters.
Buildxact Customizable layout - This layout that has all the settings contained in the print only layout but is highly customizable.
Create a quote letter using the Buildxact Print Only Layout
Click on Estimates in the left-hand menu of your Buildxact homepage.
Select the estimate that you're looking to create a quote letter for.
Click on the Quote Letter tab
Click on Select a Different Layout
The following screen shows the two different quote letter layout options, click on the Select Layout button below the print only layout display.
This is the basic template for your print only quote letter. To tailor the quote to your needs, click on Quote Letter, under Sections.
On this page you can modify the wording of the cover letter, change the terms & conditions, include your letterhead and logo, set the expiry date for the quote, include specifications, show categories and items, and set allowances.
Create a quote letter using the Buildxact Customizable Layout
To view and select the customizable layout, click the ‘Select a different layout’. You will see the Buildxact Print Only Layout and the new Buildxact Customizable Layout.
2. To use the new customizable layout, click the ‘Select Layout’ button in the Buildxact Customizable Layout area.
The new layout is made up of editable sections which can be reordered and toggled on and off. You can make edits in each section to suit your business requirements and your customer. Click through each section to view a live preview of your quote letter and make any changes you require and/or toggle on and off information in your quote. To reorder the sections, hover your cursor to the left of the section title until your pointer changes to a four-arrow cursor, then just click and drag the section where you want it to sit.
You can also make additional edits to your quote letter. In the Cover Page and Contact Us sections, you can 'Change Template' to view other designed layouts, or you can click on ‘Advanced Editing’ in any section of your cover letter if you want to make changes to the page layout, fonts, color etc.
The Advanced Editing interface will pop up and allow you to make additional edits.
A) Add new sections, buttons, dividers, images and more.
B) You can use the redo and undo curved arrows, view a preview and see what your quote looks like in PC and mobile format.
C) You can save the changes by clicking 'Save Template' or 'Exit Advanced Editing' without saving.
D) The reset button will take your template back to its original default. This is useful when you are not happy with the changes you have made and would like to reset the template to start again.
When you are happy with your edits you can share the quote letter to the customer by clicking on the ‘Share’ button. The share button includes the option to share to the client portal (Pro/Teams Plans) and/or email to the client. Lastly you can print to PDF by clicking on the ‘Print’ button.
