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Export proposal to job cost wizard: Introduction

A proposal document contains a breakdown of the contracted amount by cost code or bid item. It is based on estimate information, such as job, cost codes, cost types, amounts, and totals, including markups and addons and then exported to Sage 100 Contractor Proposals.

You use the Export proposal to job cost wizard, available from the Advanced tab, to create a proposal from the information in an estimate created in Sage Estimating (SQL).

During the export process, Sage 100 Contractor information is accessible through the Export proposal to job cost wizard.

Note: There is a one-to-one relationship between Sage 100 Contractor jobs and proposals, so you cannot create multiple proposals for a job. If you try to create multiple proposals for a job, the program displays a warning advising you that continuing the proposal creation will overwrite the existing proposal.

Before you begin

In the Manage Estimates window, select the estimate to use as the basis for the proposal, and then:

Specify the Job cost system name as Sage 100 Contractor.
Specify the Sage 100 Contractor company and job.

Note: If you try to create a proposal for a non-existent Sage 100 Contractor job, you receive an Export Error message showing the invalid job number. For information about invalid job numbers and how to validate them, see Validate Job Number, Cost Codes, and Cost Types Overview.

To export a proposal:

On the ribbon, click Advanced > Proposal.

In classic view, click Advanced > Export Job Cost Proposal.
On the Introduction tab, read the information and instructions carefully.
To proceed to Step 1 of proposal creation, click [Next].