Create a Quote Document
Creat a quote
To generate a quote document in Buildlogic, you need to be in the edit view of your estimate. At the bottom of this view there will be a report dropdown list and you will see different word templates for quotes that were setup during the initial setup of Buildlogic.
To preview your document, select the template from the list then click on the first button to the right. This is the preview button. These templates are in the system as word documents, so when they are created it generates a word document. If the display needs to be changed the original template can be edited by your client administrator.