Add a Material Quote to an Existing Estimate

Log into your account

From the menu, choose Estimates

Select Add Estimate +

The Estimate Builder will open in a new tab

Complete information in order to set up your estimate, including attaching a Contact

Next, click Continue and Build Estimate

Fill out each tab with the information you'd like to include in the estimate

Once you reach the Scope of Work page, you can create one or more Scope of Work Options for your estimate by adding items

Select a Quote Folder from the dropdown

Select a Template from the Select Quote dropdown

Click Finalize Quote

Select the Related Project

Finish inserting the information that is required

Click Next

Select the Branch that you would like to quote from

Select Next

Adjust the Quote as needed with items and their quantities

Select Exit in the top left corner

You will see the Scope of Work page

Select Use Material Quote

Finish the Estimate by adding in other items from your Price Book, adding other Scope of Work Options, and completing the rest of the tabs.

You can now send the Estimate to your customer with a material quote