Login to your CRM account
From the menu on the left-hand side, select Projects
Your Project pipeline dashboard will load
Find the project you are starting a Quote for
The Project Details page will load
From the tab panel, select Quotes
The Quotes page will load
On the upper right-hand side, select Start Quote
The Purchase Order Quote Builder will open in a new tab
Complete the required fields for Delivery Options and click Next
Confirm the branch information is correct on the next page and add any branch instructions if needed
Click Next
On the Quote Details page, add the items you need for your Quote or use a Quote Template
Locate the item you want to pull the Eagleview Measurements in for
Select the pencil icon next to the quantity you would like to adjust
Under Choose Quantity Type, select Measured QTY
In the dropdown under Measurement Source, select Eagleview Report
Select the report for this project
Choose your Measurements Type, such as your Edges or Facets
Select the measurements you would like to use by clicking on them, or select all to use all of the measurements
The quantity should automatically adjust based on the measurements being used
Click Update Quantity
Finish building your Quote
Once complete save the Quote by selecting Save Quote then Save as Draft to come back to it later
If you are ready to convert your Quote to a Purchase Order, scroll down and select Next
Review and confirm then scroll down and Select Convert to Order
How to use Eagleview Measurements in a Quote for Specific Items
Pull in Eagleview Measurements to your Purchase Order Quote to adjust quantities for specific material items
Written by Sofia Calicchio
Updated over a week ago