Create an Estimate Proposal

OBJECTIVE

To create an Estimate Proposal in ConstructionOnline.

BACKGROUND

Let's be real: the quicker you can get your client to sign on the bottom line, the quicker you can get to work. ConstructionOnline allows you to generate an Estimate Proposal that you can put in front of your client in the blink of an eye.

STEPS TO CREATE AN ESTIMATE PROPOSAL

A. From the Financial Reports category:

  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 Estimate Proposal or Simple Estimate Proposal & click Create
    1. A Proposal window will open
  5. Select the level of detail to include on the Proposal
  6. Click Create
    1. The Proposal will open in a new tab
  7. You can Share, Save, Download, Edit, or Print the Proposal from this tab

B. From the Estimate:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
    1. This will automatically open to the  Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Choose Create Proposal from the dropdown menu
    1. This will open the  Estimate Proposal window
  5. Select the level of detail to include on the Proposal
  6. Click Create
    1. The Proposal will open in a new tab
  7. You can Share, Save, Download, Edit, or Print the Proposal from this tab

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.