Associate a Material Quote to an Existing Estimate

Log into your account

From the menu, choose Estimates

Select the Estimate you want to add a Material Quote to

The Estimate Builder will open in a new tab

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 Use Material Quote

You will see the associated Materials Quote as a line item

If you need to add a margin, click on the pencil icon to edit it

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