Financial Reports: Estimating
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      1. ConstructionOnline Knowledge Base
      2. Estimating
      3. Financial Reports: Estimating

      Create a Request for Quote

      OBJECTIVE

      To create a Request for Quote in ConstructionOnline

      BACKGROUND

      ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

      STEPS TO CREATE A REQUEST FOR QUOTE

        1. Navigate to the desired Project via the Left Sidebar
        2. Select the Financials tab
        3. Choose the Financial Reports category
        4. Hover over the Request for Quote & click Create

          1. This will open the Request for Quote window
          1. Select the level of detail to include on the Report
          2. Click Create
            1. The Report will open in a new tab
          3. You can Share, Save, Download, Edit, or Print the Report from this tab

          HAVE MORE QUESTIONS?

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