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How do I import quantities from a takeoff into a proposal?

Learn how takeoff quantities automatically flow into your worksheet and proposal in TakeCost—no exporting or manual entry required.

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Written by TakeCost
Updated over a month ago

No import needed

In TakeCost, you don’t need to import quantities manually. Everything is connected automatically.

How it works

Once you complete a takeoff:

  • Quantities are added as line items in your worksheet

  • Those same line items are instantly available in your proposal

  • Any changes to your takeoff will update totals in real time

What this means for you

  • No exporting to Excel

  • No manual data entry

  • No risk of mismatched numbers

Your takeoff, estimate, and proposal are all connected in one workflow.

Pro tip

If you don’t see your quantities:

  • Click Review Quantities

  • Then click Send to Estimating Worksheet

From there, you can adjust pricing, add labour, and build your proposal.

This keeps your workflow fast, accurate, and fully connected from takeoff to final proposal 👍

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