Learn how to Export An Estimate As A PDF In Builder Expert #
This guide walks you through exporting an estimate as a PDF in Builder Expert, allowing you to create a professional, shareable document in just a few steps. Learn how to generate, download, and send your estimate with confidence.
- Log In to Your Account
First, log in to your Builder Expert dashboard here:
🔗 https://app.builderexpert.uk/login
- Go to the Estimates section
From the top navigation bar, click Estimates to view your saved estimates.
- Select an existing estimate or create a new one
Open the estimate you want to export from the list.
- Review the calculation screen
Check the Calculation tab where tasks, labour, materials, plant, and other costs are displayed.
- Edit estimate items if needed
Update tasks, quantities, rates, or costs before exporting.
- Open Estimate Settings
Click Estimate Settings to open the settings panel
- Enter estimate details
In the Estimate Details tab, confirm the estimate name and assign a client.
- Add project details
In the Project Details tab, select the project type (e.g. extension, loft conversion).
- Add materials supplied by the client
Use the Materials Supplied by Client tab to list client-provided items.
- Set finance details
- In the Finance tab, review or update:
- VAT percentage
- Deposit percentage
- Retention percentage
- Update the estimate settings
Click Update to save your changes.
- Open the PDF Export window
Click PDF Export to prepare your document.
- Choose what to include in the PDF
- Select sections such as:
- Estimate
- Summary
- Payment Schedule
- Bill of Quantities
- Set export preferences
Choose sorting and view options (e.g. Phases, Sheets, Area, Simple or Extended view).
- Generate and download the PDF
Click Download PDF and wait for the file to generate,and Export An Estimate.
- Review the exported estimate
Open the PDF and check all details, including client info, project data, exclusions, and cost breakdown.You succesfully Export An Estimate as a PDF.