Audience: Builder/ Trade/ Supplier/ Dealer
Article contents: Step-by-step instructions
This article details:
How to create a quote letter from an estimate
The different quote letter layouts available
The Buildxact print only layout
The Buildxact customizable layout
The Branded Layout
How to edit the quote letter (including advanced editing)
How to share your quote letter with your client
How do I create a quote letter from an estimate?
To create a quote letter from an estimate, navigate to your estimate and select the Estimate Costings tab.
Ensure your items and categories are complete and click on Prepare quote.
What quote letter layouts can I use in Buildxact?
There are three (3) different quote layouts available in Buildxact:
Buildxact Print Only Layout - This is the simple, legacy layout that is suitable for printing.
Buildxact Customizable layout - This is the highly customizable template that allows you to move sections around, hide or show different sections by toggling on or off, and even make changes to fonts and colors.
Branded Layout - This layout lets you incorporate your business's primary logo colors into the design and display your website address on the cover page, giving your quotes a professional, polished look.
How do I select or change the quote letter type I want to use?
Once you have created a quote letter from your estimate costings screen you will be taken to your Branded Layout quote letter. This layout displays the company brand colors and logo that you set under Business Details (see link below for more information).
To change the layout, click on Select a Different Layout.
3. Select your alternative layout.
4. The new layout will be displayed.
To learn more about setting up your business details, see:
How do I edit my quote letter?
You can edit the different sections of your quote letter by clicking on each row.
Include or exclude different sections in your quote letter by toggling on or off.
To learn more about how to edit each section of your quote letter, see:
How do I use Advanced Editing?
Within each section of your quote letter, you will see a blue Advanced Editing hyper link (shown below). Clicking on this link will take you to the advanced editor interface.
The Advanced Editing interface allows you to make the following 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 quotes 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.
How do I share the quote letter with my client?
To review and share the quote letter with your client:
Click on the PDF Preview & Export button in the top right corner of your quote screen. View and save the PDF file. This can then be emailed to your client or shared via the client portal. OR
Click to Send Quote.
If you click Send Quote, the following screen will appear:
Choose to view and download your quote to email to your client or select Digital Signature and click Share. Clicking on Digital Signature will send the quote to your client's client portal. Please note: once the quote has been shared to the client portal it cannot be removed.
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