Printing Estimate Reports

Data Entry Steps

1. Within the Estimate, click the 'Estimate Summary / Reports' tab at the top.
2. Click the blue 'Print Proposal' button at the top right.
3. Select the Format for Grouping or Summarizing Items.
4. Select the Template.
5. Select the Export Option (ex. Word, PDF).
6. Click 'Ok'.

See Also

• Detail Report Templates (eg. MS Word Templates)
• Estimate Proposal Bookmarks and Mail Merge Fields