How To Create an Estimate PDF
Learn how to generate a professional line item summary estimate for your construction or renovation projects. This guide simplifies the process of converting your accounting data into a downloadable PDF format for client presentation.
Accounting Navigation
1. Click "Accounting"
Estimate Selection
2. Select an Estimate
PDF Creation
3. Click "PDF Creation"
4. Select the type of pdf view you wish to print
5. Click "Create Estimate PDF"
6. Select the image attachments you want to include with the estimate on the PDF and click the arrow icon to continue
7. Click on the pdf to view or download
