Add a sub from their quote PDF
Drop the quote; the sub, their total and the items they priced are pre-filled.
WhereProject → Subs → quote drop zone
Steps
- Drag one or more quote PDFs onto the zone. Each one is read in turn.
- Review the pre-filled sub: name, contact, quoted total, and the bid items it matched. Uncheck anything it got wrong, then save.
Good to know
- Several quotes at once are fine; you review each before the next one opens.
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