Create a quote from the quantities
Link the bill of quantities to your price list and export a finished quote.
- 1
Type the company name in Settings (“Inställningar”)
Click the account button with your initials at the top right and pick Settings (“Inställningar”). Fill in the field Company (“Företag”) and click Save changes (“Spara ändringar”).
Worth knowing. The name goes under the heading on the quote PDF and as a row of its own, Företag (company), in the CSV file. Leave the field empty and nothing stands there.
- 2
Open Export (“Exportera”) in the drawing view
Have the project with the quantities open. Click Export (“Exportera”) in the toolbar at the top.
- 3
Pick Create quote (“Skapa offert”)
The row sits at the bottom of the menu, under the divider. The dialogue Create quote (“Skapa offert”) opens.
Worth knowing. If the row is greyed out you have either not measured anything yet, or the account is read-only after the 30 days of the free period.
- 4
Pick which price list is to apply
Pick the list in the dropdown Price list (“Prislista”). The number of items stands in brackets after the name.
Worth knowing. If it says “Ingen prislista än” (no price list yet) you have not uploaded one. Click Upload price list (“Ladda upp prislista”), put your CSV in and come back here.
- 5
Put right the rows that have no item
Rows without an item are marked red and are not priced. Open the dropdown in the column Item (“Artikel”) and pick the right item under Fits the size (“Passar dimensionen”).
Worth knowing. If you deliberately want to leave a row unpriced, pick — Ingen artikel — (no item). The row stays with its quantity but is not counted into the sum.
- 6
Check the sum
The box at the bottom right shows Sum excl. VAT (“Summa exkl. moms”), VAT 25 % (“Moms 25 %”) and Total to pay (“Att betala”).
Worth knowing. The figures in the column Quantity incl. waste (“Mängd inkl. spill”) already hold the waste allowance. Do not add waste a second time in your own calculation.
- 7
Export the quote
Click Export PDF (“Exportera PDF”) for the file you send to the client. Export CSV (“Exportera CSV”) gives the same rows to Excel.
Worth knowing. On Free (“Gratis”) every page of the PDF is stamped and the CSV file gets a watermark row at the top. The button Export XML (“Exportera XML”) only shows on a paid plan.
Next steps
- Upload your price listYour own items and prices sit in Mängda and can be used in every quote.8 min
- Share the project with the customerSend a secret link where the client sees the drawing and the quantities — with no account.4 min
- Pick a plan — and what Free coversSee what the free period gives you, compare the plans and switch without guessing at the price.4 min
Do the steps on a real drawing
Open the tool and follow the walkthrough on the sample drawing that is already there. No login needed.
Open the toolStuck on a step? Get in touch — we are happy to take a look at your drawing.