Exporting an Estimate to Excel

The Excel export is what you send to clients, subcontractors, and quantity surveyors.

Step-by-step

Open the project and go to Estimate.
Pick the set you want to export from the dropdown at the top.
Click Export → Excel (top-right of the table).
Choose what to include:
- Rates and totals (default on) — uncheck to produce a blank pricing sheet for subcontractors to fill in. This is how you go out to tender — they price your quantities, you compare like-for-like.
- Component breakdowns — when on, each assembly-built rate is expanded into its component list on a second sheet. Useful for client transparency or internal review; usually off for tender packs.
- Notes column — includes any internal notes against each line.
- Group by section — preserves your section/subsection structure (recommended for client-facing exports).
Click Download. The file is named <project>-<set>-<date>.xlsx.

Sheet 1 — Schedule. Your section/subsection structure, line items with description, qty, unit, rate, total. Subtotals per section, grand total at the bottom.
Sheet 2 — Component Breakdown (if enabled). For each assembly-priced line, the products, quantities, and unit costs that make up the rate.
Sheet 3 — Cover. Project name, client, date, total — for the front of a printed pack.

Currency in the export matches your company’s base currency (set in Company Settings). Make sure this is right before exporting — there’s no per-export currency override.
Re-export freely. Each export is a snapshot — the file you send today won’t change if rates update next week. If you need a fresh version, re-export.

For audience-specific guidance on which options to pick, see Tender vs. client vs. internal.