Export an Estimate

Once you've finished creating your estimate, you're ready to share it with your customer or team. magicplan lets you export a polished quote in seconds, in whichever format fits your workflow — a customizable PDF, an XLSX spreadsheet, or a direct sync to QuickBooks. You can even fine-tune exactly what appears in your PDF and save those settings as a preset, so every future estimate is ready to go with just a few clicks. Read on to learn more.

Export Your Estimate

1. Open the project where you've created your Estimate.
2. From the project dashboard, scroll down to the "Estimates" section.
3. Tap or click the Estimate you would like to export.
4. With your Estimate open, tap or click the "Export" button in the upper right corner. Select PDF, XLSX, or Quickbooks
   1. If you select PDF, you will be prompted to configure your export settings. You can learn more about this below in the Customize your PDF Export section.
   2. If you select XLSX, you will be prompted to confirm that you wish to export an XLSX file. Once the file is available, you will receive confirmation and can download it from the dialogue window or find the file in your Files section on the project dashboard.
   3. Please note that you must have your Customer data available in magicplan to utilize the Quickbooks export. Selecting a customer prior to Quickbooks export is mandatory. You will then be prompted to connect to Quickbooks

Customize your PDF Export

When exporting as a PDF, you can customize the document so it includes everything you need and nothing you don't. Click the preview area after each change to see your updates in real time.

PDF export settings for Estimates include:

Items and Groups

• Group items by Section, Category, or Location
• Filter items based on your Categories
• Include item details such as code, description, notes, quantity, unit cost, and total

Cost Rules

• Select which cost rules to apply to your Estimate, including Markups, Discounts, and/or Taxes

Sections

This is where you edit the document's format and choose which sections appear. Simply click the eye shaped icon next to any section to hide it from the final PDF. Here, you can:

• Add a Document Title
• Choose where your Company Details appear (header, footer, or both)
• Add Sender Details
• Add Recipient Details
• Adjust Estimate Details to decide whether the Estimate title and reference number appear on every page or only the first
• Add a title for the Opening Statement
• Add a title for the Line Items section
• Add a title for Category Subtotals
• Display the Total Cost
• Add a title for the Closing Statement
• Add a Signature Section for both Supplier and Customer signatures

Format

The formatting section allows you to select your document size and adjust your margins so the final PDF matches your specifications.

Save Your Settings as a Preset & Complete Export

Once you've finished customizing your PDF, you can save these settings as a Preset Estimate to reuse the format on future Estimates:

1. Click "Save as new preset" to name and save your formatting for future use.
2. Click "Update preset" if you're editing an existing preset.
3. Finally, when you're finished with your document settings, click "Export" to generate your Estimate PDF.

After exporting, your Estimate will be available in the "Files" section of the project dashboard, in both the app and the cloud.