How Can I Copy a Spec Sheet Template from One Builder to Another?
To access the Spec Sheet Template Manager, go to Profiles in the top toolbar, then select Spec Sheets from the left panel. The Spec Sheet Template Manager allows templates to be copied from one builder record to another.
Why Isn’t Quote Manager Auto-Importing from Estimate?
Issue: Quote Manager isn’t auto-importing from Estimate.
Solution: The market may not be set up for auto-import.
How Do I Access the Digital Spec Sheet?
The Digital Spec Sheet is built into the Quote Manager and appears when Send to Paradigm Estimate is selected with the Comprehensive takeoff package.
Send to Estimate Button Is Missing
Issue: The Send to Estimate button is missing from the Quote Manager, or an additional quote needs to be sent to Paradigm Estimate for the same project.
Solution: Each project can be sent to Paradigm Estimate only once, using the Send to Estimate button in the Quote Manager. If a quote has already been submitted for the project, use one of the following options:
Create a second project. Create a new project, then use the Send to Estimate button to submit the quote. This is the recommended approach.
Contact the Paradigm Estimate help desk. Request that the takeoff be added to the existing project.
Warning: Adding a takeoff to an existing project through the Paradigm Estimate help desk may result in incomplete or incorrect quotes if the spec sheet isn’t properly completed. |
Why Is the Parts List Missing from My Quote?
Issue: The automatic import from Paradigm Estimate failed, leaving the quote without a parts list loaded in myBLDR. This can be due to several reasons.
Solution: The parts list can be manually imported from a CSV file.
In the quote, select Import. The Import from File form opens.
In the Select File section, select the checkbox next to the parts list file. The Import button becomes available.
Select Import. A confirmation screen appears listing the items to be imported.
Select Import again. The parts list loads into the quote.
If an error appears instead, take a screenshot and select the blue question mark button at the top right in myBLDR to submit it to the Estimate Team through the Support Assistant.