The following steps outline how to create a quote letter in Buildxact:
Navigate to Estimates in the left-hand menu.
Select the estimate you would like to create a quote letter for.
3. Click Prepare quote.
Buildxact Customizable Layout
When you click on Prepare quote, you will be taken to the following page. The default quote letter layout shown is Buildxact's customizable layout. This layout offers the most flexibility and is optimized for digital usage. If you are looking to print out your quote letter, see the Buildxact Print Only Layout section below.
Your quote letter is displayed on the right. The customizable sections are listed on the left and can be toggled on and off, depending on what you want to include.
Sections in the customizable quote letter layout
You can make edits in each section of the customizable quote letter 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 click on Change Template to view other designed layouts.
Advanced editing
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.
1. 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.
2. Add new sections, buttons, dividers, images and more.
3. You can save the changes by clicking Save Template or Exit Advanced Editing without saving.
4. You can use the redo and undo curved arrows, view a preview and see what your quote looks like in PC and mobile format.
When you are happy with your edits you can share the quote letter to the customer by clicking on the Send Quote button. Create a PDF of your quote by clicking on the PDF Preview & Export button.
Buildxact Print Only Layout
Follow steps 1 to 3 above.
On the Prepare Quote page, click on Select a Different Layout.
On the following page, click on the Select Layout button to select the Print Only Layout.
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.
