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After designing a system on the Project Phase and generating a quote in the Quote Phase (a guide on creating a quote can be found here). You may want to re-use the inputs from a quote to generate a new quote on a project.


To get started, navigate to the Quote Phase for your job and select the quote you want to re-run.

Click the three dots next to the quote you've selected.

Select the first option Re-Quote.  If you created a quote through cost buildup, the line item pricing for each equipment and adder will be carried through into the cost buildup drawer for the new quote.

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What if I've created multiple projects?

In the case where I have created multiple projects, when I click to re-quote a quote, I have the option to select the project that I want to quote using the inputs of the existing quote.Image Removed

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Once select the project you would like to Re-Quote in the dropdown, then the input for the existing quote are set in the quote form and cost buildup drawer.  Then   Then I can make whatever changes I would like, if any, and when I'm ready to re-run my quote hit quote hit Create Quote.

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