#Custom formatting excel quotes pdf#
#Custom formatting excel quotes software#

Using a digital document, your PDF version, tables (like a spreadsheet) and the editable doc (like word) is one and the same. Once complete, you can simply generate your final hard copy or PDF version in the click of a button. You can access, edit and fill in your form from any device - mobile, tablet or computer - and complete it in the same way that you would a word doc or excel sheet. Once you have built your template (you can build more than one of course), completing the actual quote is incredibly easy. Instead of needing to have an excel, word and PDF file for every quote, you can have one standardised quote template which you can use and adjust for each quote.ДЇirst, you create the exact quotation format you want using the drag-and-drop form builder.В This form builder enables you to build a smart document with text form fields, tables for your quote categories, clever formatting options and digital signatures. This formatting enables you to use a single system for your quotations from start to finish.

#Custom formatting excel quotes software#

Today, there is a better construction quotation format which you can use and rely on for all of your quotes a format which is far more efficient and professional than handling your construction quotation formatting in word or excel.ДЄnd this is through proper document management software.ДЄ software like this enables you to convert your quotations into an entirely digital format.

If you are happy with spending a bunch of your time with your head in an excel document, and then transitioning your numbers over to word doc, and then into PDF format, then your process may be sufficient.Д«ut if these seems like a lot of work just to end up with a well formatted quote, then having your construction quotation in excel may not be the best route for you either. So just like with word, you are forced to spend your time moving information between different word and number processing formats, which requires a lot of administration. You could share an excel document with all of your quotation details with a client, but it's not really a very professional document format.

Where excel falls short is that it can't be presented in a professional document format. Obviously excel was intended for number crunching, formulas and analysis, so it's a really powerful tool for internal purposes when it comes to quoting. Excel has some advantages over word when it comes to quoting, and some additional weaknesses.Д®xcel works really well for configuring, assessing and working out your quotes numbers. Many construction companies also lean on and rely on a quotation format in excel. So why not establish your construction quotation format in excel? These are just a few of the nagging problems associated with managing your critical quotation format in word.

Having to constantly print out word docs and manage paper.

Not having a master formatted template, and people working off different versions and changing the way the original quotation format in word looked.

Having to search and sift through random and poorly named folders to find your.

Having to deliver word quotations as email or letters, which maintains the back and forth of quoting.

Having to play around with the word format, which wasn't designed for quoting.

Having to jump back and forth between word and PDF to fill in quotes and then share them as PDFs.

You are probably all too aware of the problems associated with word formatted documents (even if you have become desensitised to some of these issues) including: Word and word processing tools were a pretty big improvement over paper and physical mail.Д«ut in 2019, having your construction quotation format in word is costing you time and money, in causing you a lot of quoting and project management headaches.

Word was one of the first tools in which these companies could create and share good looking and functional construction quotes.ДЄnd word served these companies really well for many years. Construction companies have been using word documents to build and manage their construction quotation format for many years.