Proposal report

Russell B. Updated by Russell B.

The Proposal report is a customer-friendly report that presents the estimate data in a simple, yet professional way. The Proposal report provides a detailed breakdown of the line item data that was added to the estimate.


Also contained in the report are the line item details of the estimate. The line item data is broken out into the groups that were added as part of the project.


The Proposal report includes the following information:


  • Item number: A running count of items in the project
  • Line Item Description: The description of the line item
  • Line Item Activity: The activity associated with each item
  • Line Item Quantity: The quantity needed for each item
  • Line Item Total: The total cost for each item
  • Line Item Note: Optional text that can be entered within a line item and displayed inline on the report
  • Group totals: The total for each group
  • Estimate totals: The total for the entire estimate
  • Photos: Photos attached to the estimate
    Note:See our Manage photos in Proposal reports document for more information.
  • Floor plan image: Images of the floor plan

Company logo and information

Administrators can apply a company logo and information—including the company name, address, phone number, and website— in the company info section. For more information on this process, please see our Company info document.

Note: This feature is only available in XactRemodel and XactRestore online.
Report statements

Users can optionally apply custom opening and closing statements to the Proposal report. For assistance with statements, see our Create report statements document.


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Rename Proposal report

Users can rename the Proposal report by following the steps in the subsections below.

XRreportNameExample

XactRemodel and XactRestore online
  1. Within a project, select Reports.
  2. Select Proposal.
    XRReportsProposal
  3. Enter the desired Display Name.
    Note: If the settings window is not open by default, select the settings icon.
    XRRename
  4. Select Apply. The report regenerates
    Note: If this option is out of view, scroll down.
    XRDisplayNameApply2


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XR Mobile
Note: Images are taken from an iOS device and may vary slightly on Android devices.
  1. Within a project, select the Reports Icon.
  2. Select Proposal.
  3. Select the options icon.
  4. Enter the desired Display Name.
  5. Select the checkmark icon to save. The report regnerates
    XRiOSReportsProposal XRiOSSettingsIcon XRiOSDisplayNameSave

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Report settings

The report settings available to users include the following:


  • Options
    • Separate Adjustments: Shows adjustments made by margin or markup on a separate line in the report.
    • Separate Sales Tax: Shows the sales tax on a separate line
    • Opening Statement: Includes the selected opening statement
    • Closing Statement: Includes the selected closing statement
    • Show Pricing: Shows the pricing of each item
      Note: Unselecting Show Pricing turns off all other settings that involve pricing.
  • Item Details
    • Item Number: Includes the item number of each item
    • Activity: Shows the activity associated with each item
    • Quantity: Shows the total quantity of each item
    • Line Item Total: Shows the total of each line item
    • Line Item Note: Shows notes added to any line item
  • Groups: Shows a list of rooms or groups displayed in the estimate grouping tree; select or unselect each group to include or omit them
  • Attachments
    • Floor Plan Images: Includes images of the floor plan
    • Photos: Includes any photo attachments

Once the settings have been configured appropriately, select Apply to have the report settings applied to the report.

Generate or share the report

Follow the steps in the following sections to generate and share a .pdf file of the Proposal report.


XactRemodel and XactRestore online
  1. Wwithin a project, select Reports.
  2. Select Proposal.
    XRReportsProposal
  3. Select the download icon. A .pdf file downloads automatically.
    XRReportDownload

This report can then be emailed, printed, saved, or uploaded to a file sharing application to share with others.


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XR Mobile
Note: Images are taken from an iOS device and may vary slightly on Android devices.
  1. Within a project, select Reports.
  2. Select Prospal.
  3. Select the share icon.
    XRiOSReportsProposal XRiOSShareIcon

This report can then be shared via email, text, file sharing drive, or printed.


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