How to Create a Proposal With a Measurement Report

‍What it does: Automatically calculates quantities and costs for each line item in your proposal based on a measurement report.

Purpose: Allows you to create proposals quickly with accurate quantities.

• Takes less time than creating a proposal from scratch
• Includes more accurate quantities
• Allows you to easily add / remove items from the proposal

Prerequisites:*

• 1 proposal template
• Measurement report
• Catalog
• Requirements to create a proposal from a measurement report.

Available On: Free, Pro, Premium & Elite Plans

Here’s how it works:

Step 1: Click the “Proposals” button on the left side navigation.

Step 2: If this is your first proposal click the “Create proposal” button. If you have already created a proposal click the “New proposal” button.

Step 3: You’ll be greeted by a modal listing out your recent Measurement reports, or search for the address of the report. Select the address of the report you’d like to build a proposal for. Once selected, click “Use this measurement”

Step 4: Next, select the template (if any) that you would like to use with this proposal

Note: Once you have selected your template, the proposal will automatically populate with the details of your measurement report.

Step 5: Next, click “Edit Option” to finalize the line item data that has been pre-populated, like unit cost, quantity, and tax, and then add in the applicable waste factor for each item**.

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Note: If you want to add more items to this proposal click the “Add item” button and select the item(s) pre-populated from your catalog. You will also need to enter the quantity, and waste for the newly entered item(s).