Buildxact

Learn how to create, edit and share your quote letter in Buildxact

How do I create a quote letter in Buildxact?

Learn how to build, customise, send, and accept quotes.

Create and send a quote

You can elect to use digital acceptance when sharing quotes via the client portal or email

How to use digital acceptance when sharing quotes

How to use advanced editing in your quote letter

Advanced editing in the customizable quote letter layout

Full list of commands available for users to pull data through to the customizable quote letter.

Customizable Quote Letter Commands Cheat Sheet

We will go over how you can get your Custom Templates Specification section to appear how it used to with the images inline with the text

Custom Templates - how do you show Specification images inline with description?

We will go over how you can get your Specification layout to only show text when there isn't an image using the advanced editing.

Custom Templates - Specification Layout to show text when there isn't an image

Learn how to customize your quote with images to help convey your brand.

Can I upload and edit images in my customizable quote layouts?

How to check the size of an image you want to upload to your quote letter

Check the size of an image to use in your quote letter

Showing things to your client that are optional like upgrades for example

How to handle optional extras

Learn how to get your Custom Templates Specification section to appear with the specification images docked to the top.

Can I pin my specification images to the top of my custom templates?

Creating a shorter proposal is easy with Buildxact's custom layout.

How do I create a condensed quote using a customized layout?

This guide will show you how to change your custom quote layout so that the quote summary shows as a single line total.

Custom Templates - Showing the quote summary as a single line total

Learn how to set up and use the Buildxact Branded Layout as a template for your Quote Letters

How do I use the Branded Layout quote letter template in Buildxact?

Learn how to use digital signatures when sharing your quotes to clients and creating change orders/variations.

How do I use digital signatures in Buildxact?

Learn how to display item notes from within your estimate costing in your quote letter

Can I show item notes in my quote letter?

Matt Govett

Elliot Connell

Dan C

The Quote letter

Find answers and get help from Intercom Support and Community Experts

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