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Exporting to Excel and PDF

Generating priced BOQ outputs, templates, and what gets included.

Excel export

From the BOQ tab, click Export → Excel. The export includes: - One sheet per section. - A cover sheet with project metadata and a totals roll-up. - The rates and quantities frozen at export time (see "Building a BOQ").

PDF export

Export → PDF uses the active document template. Templates control header, footer, logo, and column layout. Admins manage templates from Document templates in the workspace settings.

Branding

Upload your logo from Settings → Branding. It appears on PDF exports and email notifications. Logos must be PNG or JPG, under 2 MB.

"My export is missing columns"

The most common cause is a custom column being hidden in the column configuration. Open the BOQ, click the Columns popover, ensure the column is enabled, then re-export.

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