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

Move from takeoff quantities to pricing in Estimate and prepare the client proposal in Bid.

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Written by TakeCost

You can move from takeoff to estimate to proposal within TakeCost without exporting quantities to another application and re-entering them.

Review your takeoff quantities

Finish and name your measurements, then review them in Quantities. Check units, wall heights, cutouts, and count matches before pricing.

Price the work in Estimate

Open Estimate and review the quantities available for pricing. If a quantity has not yet been sent to the worksheet, open the quantity review and use its worksheet-transfer action.

Add the required material, labour, and subcontractor line items, check costs, and apply markup.

Prepare the proposal in Bid

Open Bid to put together the proposal, quote, or bid and send it. Review the quantities, scope, and totals before sending, especially after changing a takeoff or estimate.

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