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How to Generate a Bid PDF with Pricing

Bid Module

R
Written by Representative
Updated over 3 years ago

To generate a bid PDF, please follow the steps below:

  • Go to the selected property page.

  • On the property page, click on the Bids tab in the bottom drawer.

  • To add unit pricing for a repair line item, double-click on the header cell of a repair in the Bid Unit Price column. Then, enter the price per unit of repair and click the Check Mark icon. You may also delete a price value by double-clicking the individual Bid Unit Price and clicking the Trash icon.

  • Do not enter any special characters, such as dollar signs or commas in the unit price column.

  • Once you submit values, the individual price and total price values will change automatically in the spreadsheet.

  • After selecting the line items, click on the Generate PDF button on the spreadsheet header.

  • You can move the SF Pointers and move or scale the map to your preference.

  • When ready, click on the Print button to generate and download a PDF to your device.

Please reach out if you have any questions about generating a PDF.

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