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Entering material quotes

Printing material quote sheets for suppliers

Before you begin

You must have an estimate open before you can print this report because the report information comes from the current estimate.

  1. Click File > Open Estimate.
  2. Select the estimate you want to open from the list.
  3. Click [OK].

Tips:  

  • When you open an estimate, Sage Estimating automatically opens the associated standard database at the same time. If it cannot locate an associated standard database, you can either browse to locate a standard database or open the estimate without a standard database.
  • You can attach a different standard database to an estimate by choosing File > Open Standard Database while the estimate is open. The new standard database remains attached to the estimate until you close it or open a different standard database.

To print a material quote sheet:

  1. Open the Quote Sheet report window in one of these ways:

    • On the ribbon, from the Estimate Reports group on the Reports tab, click More > Bill of Materials Reports > Quote Sheet.
    • In classic view, click Reports > Bill of Materials Reports > Quote Sheet.

  2. (optional) Use the tabs to customize the Price Update report. More

    • To select where the report prints, click the Categories tab and choose an option in the Price Update Report area.
    • To change the fonts or colors, click the Font tab and change the font settings.
    • To change the page setup, click the Page Setup tab and change the page setup options.

  3. (optional) To check the appearance of the report before you print it, click [Preview].

  4. Click [Print] to print the report.