How to export an estimate to Excel
Designers often need to send a client an estimate in a convenient format or export the data to work with in Excel. ArchiBoard exports the whole estimate or part of it, with or without prices, with product photos and alternatives — all set up before you download.
- 1
Select items (if needed)
If you need only some items rather than the whole estimate, tick them in the list.
- 2
Open the export
Open «Estimates» and click «Export to Excel».
- 3
Choose rooms and items
In the export settings, choose the rooms you need or «Whole estimate». If you ticked items, turn on «Selected items only».
- 4
Set up the content
Turn product prices and photos on or off. Optionally add alternatives — they appear below the main products marked «Alternative option».
- 5
Download the file
Click «Download Excel». The file downloads to your device with one sheet containing all estimate fields.
Good to know
- The Excel file puts all estimate fields on one sheet, including the studio's internal data (purchase price, markup, profit).
- If export with alternatives is on, the bottom of the document shows the base total and the total including alternatives.
- The studio logo is taken from your «Profile Settings» — check it in advance.
- For a client version without internal figures, use «Export to PDF» — markup and profit are not shown there.
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