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Build your budget by adding individual or grouped cost items from your catalog. After setting quantities and verifying item costs, your sales price is calculated automatically based on your target profit margin. Navigation through your budget is easy with keyboard shortcuts, in-line editing, and drag-and-drop features. For unique job items, you can add names and details directly on the screen. To create a proposal, select a document template, choose items to include, and preview the document instantly. Customization options allow you to adjust the logo, document colors, and display settings, including hiding line-item costs or quantities, and editing issued and due dates.
