Export Estimate Worksheet Data

There are two options to export your Estimate Worksheet data from STACK - Export to XLS and Export to XLS Proposal. This allows you to choose a format that best suits your workflow and how you want to use the data.

• Export to XLS - This option will export the data from your current Estimate Worksheet view as is.* The data will be downloaded as a standard Excel spreadsheet so you can do additional work in Excel, upload it to another program, print it, or create a PDF from it.
  *I.e., What you see is what you get. Hidden columns or filtered data that are not visible on the estimate in STACK will not be exported to Excel. However, the total extended costs and base total will still include everything.
  
  
• Export to XLS Proposal - This option allows you to create a professional document directly in STACK that you can send to your customers as part of your proposal or bid. You can choose what estimate data to include and can customize the document by including your logo, scope of work, and terms and conditions. The data will be downloaded as an Excel file, formatted as a proposal-type document. This gives you the ability to further customize, format, or edit the data in Excel as needed, or print straight to PDF and send to your customer.
   

NOTE: Information in this document only applies to Estimate Worksheets. If you are using a Material and Labor Estimate or Unit Cost Estimate, refer to Customize and Download a Proposal.
 
See below for instructions to:
Export to XLS 
Export to XLS Proposal
Customize an Estimate Worksheet Proposal

Export to XLS

Export to XLS lets you easily export Estimate Worksheet data to Excel to do additional work, upload to another program, print, or create a PDF.

NOTE: When you Export to XLS, your current estimate view is exported as is - I.e., what you see is what you get. Hidden columns or filtered data that is not visible on the estimate in STACK will not be exported to Excel. However, the total extended costs and base total will still include everything.

1. Click the three dots on the right side of the estimate toolbar at the top of the worksheet.
2. Select Export to XLS.
   An Excel file will be saved in the Downloads folder on your device. 

Export to XLS Proposal

With Export to XLS Proposal, you can create a professional document directly in STACK that presents estimate data in a format you can send to your customers as part of your proposal or bid.

You have data layout options and can customize the document by including your logo, scope of work, and terms and conditions. (See Customize an Estimate Worksheet Proposal below for descriptions of the different information that can be included/customized.)

Data is exported as an Excel file so you can make further adjustments to the data or format if needed. You can also just print straight to PDF since is is formatted as a proposal-style document.

1. Open the Estimate Worksheet.
2. Click the three dots on the right side of the estimate toolbar at the top of the worksheet. 
3. Select Export to XLS Proposal.
   
4. If you want to show a more detailed breakdown of costs than just the lump sum total, select the Subtotals group(s) you want to show from the Group Details By Subtotals Level 1-2 dropdown(s).
   The Level order you select is the order in which the subtotal groupings will appear on the exported file.
5. To include a Line Item Detail page, select your desired Line Item Detail groupings from the Group Details By Line Item Details Level 1-4 dropdowns.
   The Level order you select is the order in which the details will be listed.
6. Select the desired Trade Name*(Prepared By) and Customer (Prepared For) from the respective dropdowns.
   Information in the Customer dropdown is pulled from your account’s Customer List.*
7. Type in the information you want for the Scope of Work and/or Terms and Conditions sections.
    OR
   If your account has created templates*, select a template from the appropriate Select Template dropdown to auto populate those sections.

8. Include signature line box must be checked to include a signature line on the proposal.
9. Click the green Download button at the bottom of the selection box.
   An Excel file will be saved to the Downloads folder on your device. Open the file in Excel to do additional work or print to PDF.  

*Trade Names, Customer List, Scope of Work Templates and Terms and Conditions Templates are created at the account level in Account Settings/Company Settings. Click to learn more. 

TIP: If a PROTECTED VIEW banner appears at the top of the screen when you open the file in Excel, click the Enable Editing button.
And when you go to print, choose Print to PDF for the Printer, and select Print Entire Workbook from the Settings dropdown.

Customize an Estimate Worksheet Proposal

During the Export Proposal process, you have options to customize the Proposal to be as simple or detailed as you’d like.

Below are descriptions of the different information that can be included/customized.

The Proposal will include three standard pieces of information:

• Project Name
• Date
• Proposal Total (Estimate Total)

From there, you can choose the Data Layout:

• Group Subtotals Summary
• Line Item Details

You can further customize by including Additional Information: 

• Logo/Prepared By (Trade Name)
• Prepared For (Customer)
• Scope of Work
• Terms and Conditions
• Signature Line

Project Name

The name of the project is automatically populated.

Date

The date is automatically populated.

Proposal Total (Estimate Total)

A lump sum total from your Estimate is automatically populated.*

*You can choose to show more detailed costs in the Group Subtotals and Line Item Detail sections.

Group Subtotals Summary

If you want to show the breakdown of costs in a little more detail than just the lump sum, you can include a summary section, subtotaled by up to two groupings.

You can choose from the following default groupings or group by any Labels or Takeoff Tags* you have created:

• Plan Name
• Takeoff

You can also determine the order in which the groupings are displayed.

*Creating Labels and Takeoff Tags allows you to group data by any criteria you choose. For example, you could create labels or tags to group by CSI Code, Phase, Building, Floor, Room, etc.

Line Item Details

To provide even more detailed information, you can include a Line Item Detail page. This will display a list of all items used in the estimate which can be grouped up to four levels - Plan Name, Takeoff, Takeoff Description, and any Labels or Takeoff Tags* you have created.

You can also determine the order in which the groupings are displayed.

*Creating Labels and Takeoff Tags allows you to group data by any criteria you choose. For example, you could create labels or tags to group by CSI Code, Phase, Building, Floor, Room, etc. 

Logo / Prepared By (Trade Name)

You have the option to include your company logo, address, and other contact information in the Prepared By section of the document by adding any of your account’s pre-created Trade Names*.

*Trade Names are created under Account Settings/Company Profile/Trade Name (click to learn more). Multiple Trade Names can be created for each account to accommodate for different logos or business information that may apply to different projects. 

Prepared For (Customer)

You can add customer contact information - company name, contact, address, email, phone number - to the Prepared For section of the document by selecting an existing customer from your Customer List* during the PDF export process.

*A Customer List is created so customer information doesn’t have to be manually entered for each Proposal. Customer List is created and maintained in Account Settings/Customer List. Click to learn more.

Scope of Work

If you want to include scope of work, you can select any template that’s been created for your account or manually enter information during the export process.

TIP: We suggest creating a template(s)* that you can re-use so this information doesn’t have to be manually entered for each Proposal.

*Scope of Work Templates are created at the account level. Templates are created in Account Settings/Company Settings. Click to learn more.

Terms and Conditions

If you want to include terms and conditions, you can select any template that’s been created for your account or manually enter information during the export process.

TIP: We suggest creating a template(s)* that you can re-use so this information doesn’t have to be manually entered for each Proposal.

*Terms and Conditions Templates are created at the account level. Templates are created in Account Settings/Company Settings. Click to learn more.

Signature Line

You have the option to include a signature line on the Proposal.

Related Articles

Estimate Worksheet Overview
Account Settings
Unit Cost Estimate / Material and Labor Estimate Overview
Customize and Download a Proposal

If you need additional assistance, please Contact Us.