Buildxact

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?

Learn about the quote letter layout options and how to create a quote letter in Buildxact.

Editing each section of your customizable quote letter

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

How to use advanced editing in your quote letter

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

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

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.

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

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

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

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

Learn about the different ways you can produce and customize your quote letter in Buildxact

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

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

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