Estimate Presentation
complete
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Brass Jay
For YEARS, I have been paying for the estimate subscription. Yet, I have never presented an estimate document to a client for review. Why? Because the oprion "show totals and taxes" also show item prices?!? I want to present an estimate with just the total (as the option implies) My clients do not need to know per item prices. This should be basic and simple to fix. Please do so.
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Maxime Teissier
complete
With the latest update to Magicplan, this issue has been resolved. You now have the ability to customize your PDF with greater precision, allowing you to control the level of transparency you wish to share.
To access this feature, open an estimate, click on 'Export as PDF,' and adjust the settings on the right side of the screen.
If you have any questions or additional feedback, please feel free to reach out.
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Maxime Teissier
in progress
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Flexible Thrush
Please expedite this. It is not always advantageous to show a full breakdown of pricing. Customers tend to nit pick at it to try and reduce costs, which may ultimately compromise quality of work, efficiency, or it may cause the job to be lost altogether.
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Important Bee
Agree completely that the estimate MUST be more flexible and editable. As it is currently constructed I don't use it...I go home and use Acrobat to change it... this is obviously a problem if I want to present and close the sale on site. Please prioritize this, I see this was flagged a YEAR ago and still not in production.
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Jade Platypus
Would it be possible to add a materials only option i.e. without a price? I would like to create materials lists too?
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Azure Warbler
There needs to be an option for this- you need to be able to select what you see. This should be split into Quantity, Unit, Rate and Total (You should then be able to choose what you want to see on your PDF. This should also be exportable as an Excel document room by room for bill of quantity preparation.
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Neighbouring Sloth
Any updates on this feature? I agree it’s a must have for my company to move forward with this product!
Bernd Wolfram
planned
Brass Jay Thank you for your request!
Advanced configurability of the estimate exports is on our roadmap. You will be notified automatically once this task goes into development.
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Brass Jay
Bernd Wolfram: Looking forward to it. Thank you.
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Civil Mongoose
Bernd Wolfram: this will be a great addition as I need this option too.
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Brass Jay
Bernd Wolfram: it's November. I just need a document that my clients can sign with the total. The option implies that"total and taxes" is an option, this is not an additional feature request. I just want it to do what it says it will do. Its been YEARS that I've been waiting for this to be fixed. What. The. Fuck.
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Thick Wallaby
Bernd Wolfram: Also looking forward to it
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Brass Jay
Bernd Wolfram: Hi Bernd. Almost the new year. Still no solution to this very simple request. When I click show "totals and taxes" for the estimate report, I want to just see totals and taxes. It currently shows unit pricing. Please fix this obvious flaw. I have been asking for this simple fix for years. (and paying for a estimating subscription that is next to useless for me with this flaw) A more litigious person would be exploring breach of contract legal actions. Fortunately for you, that's not the way I generally roll. Just fix it.
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Brass Jay
Bernd Wolfram I just checked again. It still isn't fixed. This is a glaring error and needs to be fixed. Absolutely mindblowing that your highest subscription level users STILL can't use the estimate function to present estimates to clients because you have failed to make this simple fix. You should be embarrassed.