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Estimating & proposal writing

  1. #1
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    Estimating & proposal writing

    I am a contractor and use excel for estimating jobs. I have a column for items, such as ceramic tile, then a quantity column in which I enter the square footage for that particular job. The next column is for material cost and the next is for labor cost. The columns are set to multiply and give a cost in the next column. The cost column is totaled at the end. I now want to add verbiage such as"supply and install (qty) square feet of ceramic tile" and have it appear on a specification sheet to present to the client, preferably in a Word document. I only want the verbiage to appear (not the estimate portion) and only when that particular item has a quantity entered into it. Please tell me how I would do this. I hope I made my question clear. Thank you.

  2. #2
    Forum Expert royUK's Avatar
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    Re: Estimating & proposal writing

    I would keep it all in Excel. To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!
    Hope that helps.

    RoyUK
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  3. #3
    Forum Expert teylyn's Avatar
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    Re: Estimating & proposal writing

    To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!

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