Proposals can always be created from scratch, but having a standardized template will streamline your proposal generation as you can simply import proposal templates into leads. 

Proposals can be imported from Excel as well as a handful of third party platforms that integrate with Buildertrend.

Please click HERE for more information on creating proposal templates.

Importing From Excel

Within the proposal, information can be imported from Excel by selecting the Import drop down, then selecting Estimate from Excel.

Select the file you wish to upload by Browsing Your Computer or Browse Buildertrend Files if the file is already uploaded to Buildertrend. Select Next to proceed.

In order to have a clean import, you will need to map your Excel columns to the correct Buildertrend columns. Select Next once all columns have been mapped. Confirm the information is accurate, then select Next, then Import.

Importing from an Integrated Third Party Program

While Buildertrend has an estimating planform readily available for you to use, Buildertrend also integrates with many third party estimating platforms. These third party platforms are:

  • SoftPlan

  • PrebuiltML

  • Chief Architect

  • STACK

  • Clear Estimates

  • Planswift

  • CadSoft

  • Cubit

  • eTakeoff

  • ProEst

  • RenoWalk

  • PrioSoft

Within the proposal, information can be imported from one of these platforms by selecting the Import drop down, then selecting the appropriate third party platform.

Select the file of the third party platform you wish to upload by Browsing Your Computer, or Browse Buildertrend Files if the file is already uploaded to Buildertrend. Select Next to proceed.

In order to have a clean import, you will need to map your Excel columns to the correct Buildertrend columns. Select Next once all columns have been mapped. Confirm the information is accurate, then select Next, then Import.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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