Print Est. C/O Proposal - Lump Sum Screen

Use the Print Est. C/O Proposal - Lump Sum screen to generate and print proposal forms showing lump sum estimating change orders that you can submit to your customers. You can print or save these forms.

Note: To open the Print Est. C/O Proposal - Lump Sum screen, click Estimating > Bids & Proposals > Estimating Change Orders > Print Est. C/O Proposal - Lump Sum in the All Tasks pane.

You can control the output of the Print Est. C/O Proposal - Lump Sum forms by entering details to one or more of the following criteria fields:

Select Format - If you have modified the format and layout of this form on the Modify Forms screen, click to select the version to be used for this form. If you haven't modified the form, this field doesn't appear.

Company - Click to select the company for the forms. This field is required.

  • Estimate Job - Click to select one or more estimate jobs for the forms. If no estimate jobs are selected, the output includes forms for all estimate jobs.

  • Change Order - Click to select one or more change orders for the forms. If no change orders are selected, the output includes forms for all change orders.

  • Status - Click to select the status of the change orders for the forms. If no status is selected, the output includes forms for all statuses.

  • Include Comment - Select the checkbox to include the comment field from the change order on the forms.

    Tip: You can use the Modify Forms screen to modify the format and layout of this form.