Hello MagicPlan team,

At CobroSeguroPro SPA, we use its platform to generate technical reports and professional budgets in housing insurance claims processes in Chile. We appreciate the potential of the Estimate module, but there are several key settings that could make a big difference in efficiency and clarity.

1 ️ 392 Eliminate decimals in amounts from the budget

Currently, MagicPlan displays values with two decimal places by default, even when they are zeros (.00). In Chile, budgets are presented without decimals for technical practice and clarity to insurers.

✅ I request an option to choose the number of visible decimals:

2 decimals

A decimal

0 decimals (without decimals)

2 ️ 392 Show applied rates with transparency: General Expenses and VAT

In each budget we apply:

General Expenses and Utility (25%) of the Subtotal

VAT (19%) also on the Subtotal

These rates are pre-configured within the module, but they are not clearly displayed in the exported PDF:

You can't see the% applied

The calculation base is not indicated

Only the amount appears, which requires external validations

✅ I request that the summary show:

Subtotal: $2,513,985

General Expenses and Utility (25% of Subtotal): + $628,496

VAT (19% on Subtotal): + $597,071

Total (tax included): $3,739,552

This improves liquidator confidence and technical traceability.

3 ️ 392 Export to Excel inconsistent with the PDF

This is one of the most critical points:

Although the PDF has a professional and clear structure (grouping by enclosure, ordered items, final breakdown), the export to Excel does not maintain any of these structures.

The games appear mixed, without grouping by venue.

There are no partial totals, no subtotal, GG, VAT or final total.

The sheet needs to be completely reformatted manually to be usable.

✅ I request that the export to Excel exactly reflect the structure of the PDF, including:

Grouping by venues

Order of games

Subtotals and totals

Trading conditions

This would avoid having to “rebuild” the budget in another application just to deliver it in editable format.

4 ️ 392 Reference image and file

PDF: Budget 1927073 Damage Repair Sismo.pdf → shows the correct format

Excel: Budget 1927073 Damage Repair Sismo.xlsx → shows the errors mentioned

🎯 Why is it important?

It improves the productivity of real technical users.

It reinforces the consistency between what is configured and what is exported.

It makes the work of insurers easier and avoids misinterpretations.

Avoid having to create external apps to interpret an incorrect exportable.

Thank you for considering this improvement, which would allow the MagicPlan budget module to become a truly robust and professional tool for demanding technical flows.

Regards,

MagicPlan technical user — CobroSeguroPro SPA