When all the information has been entered, you may want to route it internally for approval or print it for client approval. Select the print Blue print icon from the top right menu and you will be presented with a print options window. Select the print options and printing method (PDF, XLS, HTML, or E-Mail and click the Blue Print button.

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Default printing options can be set up at the Client level. However, you can override the defaults in this print selection window. With e·silentpartner, you can print a very detailed detailed estimate using Categories, Groups, and Items, a succinct ‘Total Only’ estimate or something in between.

Printing a Category / Group / Item estimate will look something like this.

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Note: The estimate footer check box must be checked for an estimate footer to print. By default, when adding new estimates with e·silentpartner, we check the box first. If there is an estimate footer set on the estimate, it will print on the version selected in the printing selection window. If there is no estimate footer set on the estimate, the system first looks to Main > Client > Preferences > Estimate Footer. If that is populated it will pull from there. If it is not populated, the system will look to GL > Admin > Company > Estimate Footer set for the Company and pull from there.

Attaching custom forms to printed estimates

One of our newest features, allows you to add any custom form you have on the job to an estimate that you are printing or emailing. This enable you to add more details and supporting information to accompany the estimate. Simply fill out the print window information, select the form you want to attach from the available drop down and click on the blue ‘Print’ button.