If estimating in Excel is a process you would like to maintain, you can easily import that data into your Lead Proposals. This allows you to keep your estimating in Excel while still having access to the functionality of Buildertrend's Lead Proposal feature.
To begin, click on a Lead and navigate to the Proposals tab. From here, select an existing Lead Proposal or create a New Proposal.
Click the Import drop-down and select Estimate from Excel.
You can select Browse My Computer to import an Excel file or Browse Buildertrend Files if the file stored in your Buildertrend account. Click Next to proceed.
You can map each column from the Excel file with data points in Buildertrend to ensure the import is accurate. Click Next to proceed.
At this point, you'll be able to review any unmapped Cost Codes and content and then import.
Interested in Learning More? 📚
The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.
If you have any questions or require additional support, feel free to chat with us, send an email: email@example.com, or give us a call at 1-888-415-7149. We’re always happy to help.