Exporting estimates as Word documents

User wants to know if there is a way to export or save an estimate as a Microsoft Word document in Core.

Yes, there are two ways to do so.

  1. In the Estimates screen, go to More > View Reports and select the Estimate Detail report. In the preview window, use Export Options: Word on the toolbar. This saves your estimate as a Word document. Watch this video.
  2. Go to the Reports screen and search for the Estimate Details report. Filter for the estimate ID you need to save as a Word document. Upon previewing, use Export Options: Word on the toolbar. This saves your estimate as a Word document. Watch this video.
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