Table of Contents
Proposal Report
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.
The subsequent pages include 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 line item data that is included with the Proposal Report includes:
- Item number: A running count of items in the project
- Line Item Description: The description of the line item
- Line Item Activity: What activity is 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: Total for each group.
- Estimate totals: Total for the entire estimate.
- Photos: Photos attached to the estimate. See our Manage attachments in Proposal reports document.
- Floor plan image: Image of the floor plan.
Company logo
A custom company logo can be added to the report by adding a logo image in Company Info. For more information on this process, please see our XactRemodel Company Info document.
Note: This feature is only available in XactRemodel web.
Report statements
Custom opening and closing statements can be added to the proposal report. These statements must first be created from outside of a project. For more information on adding new report statements, please see our XactRemodel Create Report Statements document. Apply existing report statements to the proposal report using the following steps.
XactRemodel web
- From within a project, click Reports.
- Click Select Statement for the desired statement type.
Note: If a statement is already selected, the title of the statement will appear instead.
- Open the statement drop down menu.
- Select the desired statement.
- Click Done.
- Click Continue.
XactRemodel mobile
Note: Images are taken from iOS and may vary slightly from Android.
- From within a project, select Reports.
- Select Select Statement for the desired statement type.
Note: If a statement is already selected, the title of the statement will appear instead.
- Open the statement drop down menu.
- Select the desired statement.
- Select Done.
- Select the save icon.
Rename proposal report
By default, the proposal report in XactRemodel will show the display name as Proposal. This display name can be changed if desired.
XactRemodel web
- From within an XactRemodel project, click Reports.
- Click Proposal.
- Enter the desired Display Name.
- Click Apply.
Note: If this option is out of view, scroll down.
Note: If the settings window is not open by default, click the settings icon.
XactRemodel mobile
Note: Images are taken from iOS and may vary slightly from Android.
- From within an XactRemodel project, select the Reports Icon.
- Select Proposal.
- Select the options icon.
- Enter the desired Display Name.
- Click the save icon.
Report settings
The report settings available to users include the following:
- 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: Disabling Show Pricing will disable all other settings that involve pricing.
- 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: Any rooms or groups displayed in the estimate grouping tree will be listed here, check or uncheck each group to include or omit them in the report.
- Floor Plan Images: Includes the floor plan.
- Photos: Includes any photo attachments.
Once the settings have been configured appropriately, click Apply to have the report settings applied to the report.
Generate or share the report
XactRemodel web
- From within a project, click Reports.
- Click Proposal.
- Click the download icon. A .pdf file will be downloaded to the downloads folder.
This report can then be emailed, printed, saved, or uploaded to a file sharing application to share with others.
XactRemodel mobile
- Within a project, select Reports.
- Select Prospal.
- Select the share icon.
This report can then be shared via email, text, file sharing drive, or printed.
