How do I finalize the BOQ as Preliminary, Revised or Final?

In Finalize BOQ, set profit/contingency, line or whole-bid adjustments and transfers. Profit and contingency each apply to saved cost without compounding. Transfers move selling amounts between items without changing total cost or bid total. Record adjustment reasons and check the selling total.

Choose Preliminary, Revised or Final, then Preview quotation. Check the exact customer wording, quantities and selling amount. Save Preliminary/Revised, or select Accept Final & open PDF with the required authority. This is one commercial acceptance; outstanding individual reviews are recorded without pretending they were approved.

The saved quotation opens here. Choose English/French and Print / Save PDF, then save in the browser print dialog. Nothing is emailed. Saved / View saved quotation means no further save is needed unless inputs change. Reprinting requires no approval.

Missing quantities/units, incomplete cost build-up or allocation, negative prices and concurrent changes still require correction. Final preserves an immutable issue and opens a successor draft with unchanged approvals carried forward.

Back to Estimating