In the Estimate section under the Quote letter tab, whilst in the Buildxact Customisable Layout you can make changes to each section. This article will go through each section and the changes you can make.

By default, nearly all sections are toggled on to show the customer relevant information. You can choose to toggle off sections and not show your customer.

There are only two sections that are toggled off by default -

  1. Show Mark-up Percentage on Allowance List located in the Allowances section.

  2. Show Mark-up in the Quote summary section.

Cover Page

In the Cover Page section, you can "Change Template" to view other designed layouts, toggle off your Business Logo and Estimate Description, use or change the Background Image and perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your cover page.

You can click on "Change Template" to make changes to your overall layout easily. There are currently 4 templates to choose from.

Letter

In the Letter section you can you can "Change Template" to view other designed layouts (more layouts coming soon), edit the Content description of the letter and use placeholder text to pull through information such as your customer’s name.

You can perform "Advanced Editing" to make more complex changes to the layout design.

You can also save different letter presets depending on the type of quote you are doing. Click on the ‘Presets’ button to save a preset or access one you have saved.

Scroll down to see a section preview of your Letter page.

Quoted items

In the Quoted Items section, you can "Change Template" to view other designed layouts (more layouts coming soon), modify the Content description and use the Settings checkboxes to show information to your customer about your quoted items.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Quoted items page.

Allowances

In the Allowances section, you can you can "Change Template" to view other designed layouts (more layouts coming soon), modify the Content description area of Prime Cost and Provisional Sums if you would like to explain it differently to your customer. By default, mark-up percentage on allowance list will be toggled off and not be shown on your Quote.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Allowances page.

Specifications

In the Specifications section, you can "Change Template" to view other designed layouts (more layouts coming soon), show any specifications and imagery of products/appliances that will be installed. E.g., Specific branded oven.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Specifications page.

Quote Summary

In the Quote Summary section, you can "Change Template" to view other designed layouts (more layouts coming soon), edit the Content description area and choose to show your mark-up & category totals. By default, mark-up & category totals will be toggled off and not be shown on your Quote. You will be able to toggle on these settings to show mark-up and category totals in your Quote.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Quoted Summary page.

Terms & Conditions

In the Terms and Conditions section, you can "Change Template" to view other designed layouts (more layouts coming soon), edit the Content description area and save presets. You can choose how many days your quote is valid for in the Settings area.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Terms & Conditions page.

Contact Us

In the Contact Us section you can "Change Template" to view other designed layouts, edit the Settings to toggle off the business logo, name, address, contact email and phone number. You can also use the existing Background Image or replace with a new image by click the ‘Edit’ button.

You can perform "Advanced Editing" to make more complex changes to the layout design.

Scroll down to see a section preview of your Contact Us page.

You can click on "Change Template" to make changes to your overall layout easily. There are currently 3 templates to choose from.

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