To print the Simple Estimate Proposal merge document, click on Documents in the shortcut menu, then click on Simple Estimate Proposal.
The Print Simple Estimate form allows you to print the Simple Estimate Proposal merge document that comes with Smart Contractor.
See the Setup Merge Documents topic for information on creating and editing merge documents.
The following is a description of the prompts on the Print Simple Estimate form:
| Display Item Resources |
| Check to display item resources below each job item. |
| Display Item Notes |
| Check to display item notes below each job item. |
| View Button |
| Click to view a print image of the merged document. |
| Print Button |
| Click to print the merged document. |
| Email Button |
| The Email button will be enabled if the customer for the current job has an email address entered in the Customer Information form. Click the Email button to email the merged document to the customer's email address. |
| Edit Button |
| Click to edit the merge document template. This takes you to the Setup Merge Documents form. |
| Export Button |
| Click to export the merged document to an .rtf text file. You will be able to edit (and cut and paste from) this file using MS Word. |
| Exit Button |
| Click to exit the form. |