Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

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.

  

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.

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 I can make whatever changes I would like, if any, and when I'm ready to re-run my quote hit Create Quote.

Related articles

You might also want to check out these related topics:

  • No labels