Workflow Library  ›  Subs

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

  1. Drag one or more quote PDFs onto the zone. Each one is read in turn.
  2. 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

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