ℹ️ Before generating the document, make sure you have filled in all the sections of the quote:
Header — Verify that the client's details, the construction site address and your company's details are present. Add the subject of the quote.
Works and prices — Check that all the activities are complete with quantity, unit price and margin.
Contractual notes — If you want, fill in the payment terms and the general conditions.
Export the document
When the quote is ready:
Open the quote you want to export.
Click the "Export" button at the top right.
The document will be generated and you will be able to download it and share it with the client.
The exported document includes:
Header — Your company's details, the client's details, subject and opening paragraph.
Table of the activities — different display settings, which you can select based on the information you want to share with the client.
Economic summary — Taxable total, any discount, VAT and final price
Contractual notes — Payment terms and general conditions (if filled in)
Customize the quote
it is possible to make the document more professional and suited to your needs by customizing the quote.
Header
The header is the upper part of the quote that identifies the document for your client. You can enable or disable it via the button at the top right of the section.
Title for the client
It is the quote's reference number that the client will see on the document. It is made up of two parts:
Prefix (optional): a custom text that precedes the number, for example "Quote no."
Quote number: the document's identifying number (e.g. V1, V2, V3...)
Issue date
It is the date that will appear on the quote. Today's date is automatically proposed, but you can change it as you like.
The reference email address that will be visible on the quote. It is useful to let the client contact you directly.
Logo
You can choose between two formats for the company logo:
Square: ideal if your logo has 1:1 proportions
Horizontal image: more suited to logos that are wide or to complete headers.
‼️ To upload the image, click Upload image. The file must be in PNG or JPG format and not exceed 5 MB.
Details
In this section you choose which information of the activities to include in the PDF. The total price and the total VAT will always be included at the bottom, regardless of the selected options.
Columns to show
Select the level of detail you want to share with the client:
All columns: ID, description, quantity, unit price, total
ID, description and total price: hides quantity and unit price
ID, description and quantity: does not show the prices of the individual items
ID and description: the most concise display
Other settings
Enable or disable the following information based on what you want to show:
VAT: shows the VAT detail for each item
Measurements: includes the measurements associated with the activities
Price analysis: includes the price analysis of each activity. If you want to export the price analysis only for some activities, you can choose them within the activity before proceeding with the export.
Choosing which price analyses to export
You don't have to export the price analyses of every item in the quote. For each item you can decide whether to include it in the exported document.
💡 This is useful when you want to keep internal cost items (for example, to calculate your margins) without showing them to the client in the final document.
To do this:
Open the quote
Click an item to open the detail panel on the right
In the Price analysis table, turn on the "For export" switch at the top right, next to the export icon
Once you've marked the items, decide how to show them in the document from the export page. Turn on the "Price analysis" switch in the Other settings section, then choose from the menu:
All items: show the client the price analyses of all items.
Current selection: show only the price analyses of the items you turned on with the "For export" switch.
Organize the items in the PDF according to the structure you prefer:
Super Categories
Categories
Sub Categories
‼️ The grouping options only become active on export if the quote's items have been organized into super, sub and categories.
PDF Attachments
You can enrich the quote with additional PDF documents, useful for including for example company presentations, technical reports, list of services, contract documents or other supporting documentation.
Two types of attachments are available:
Head attachments: PDF documents that are included at the beginning of the quote.
Tail attachments PDF documents that are added at the end of the quote.
To upload an attachment, click the + icon next to the desired section and select the file from your device.
Quote statuses
Once you have exported the quote, you can update its status to keep track of the progress:
Click the three dots (⋯) at the top right or on the quote row.
Select "Mark as sent" to indicate that the quote has been shared with the client
Later, you will be able to update the status to "Signed" or "Rejected" based on the client's response.
‼️ REMEMBER: the quote can only be edited when marked as "Draft"
💡 For a flawless quote
Always fill in the header with all the client's details before exporting — in the document they will be clearly visible on the first page.
After sharing the document, update the quote status to "Sent" to keep track of the progress.
If you need to create an updated version, use the "Duplicate" function from the (⋯) menu to create an editable copy, and then indicate the version in the Quote number section.