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Entering material quotes

Printing material quote sheets for suppliers

Before you begin

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

  1. Open the Estimate Catalog if it is not already open. On the Home tab of the Estimating spreadsheet, in the Catalogs group, click Estimates.

    The Estimate Catalog opens, displaying a list of estimates in your Estimates database.

  2. Use the arrows in the catalog pane to display the branches with the estimates you want to work with.

  3. Double-click the estimate to open it on a tab in the spreadsheet.

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.