Buildxact

<b>Audience</b>: Builder/ Trade/ Supplier/ Dealer 

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This video covers how to send an estimate to your client by showing how to:

Select the right quote letter layout to use 

- The print only layout
- The custom layout

Different methods to deliver the quote to your client

- Email
- Client portal
- Digital acceptance
   

- Select the right quote letter layout to use 
  - The print only layout
  - The custom layout
- Edit options on the quote
- Preview the quote
- Different methods to deliver the quote to your client
  - Email
  - Client portal
  - Digital acceptance
     

How to produce a professional custom quote letter for North American users

How to produce a professional custom quote letter for Australian and New Zealand users

What changes can I make to my customizable layout quote?

How to delete a layout you no longer need

Advanced editing in the customizable layout quote

Customizable layouts for quote letters - upload &amp; edit images

Learn how to create, edit and share your quote letter to your client

How do I create a quote letter from my estimate and share it with my client?

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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How to produce a professional custom quote letter for North American users

How to produce a professional custom quote letter for Australian and New Zealand users

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