All project cost estimates can be created in Costlocker and then exported into Excel to be sent to the client.
Advantages of exporting
You’ll save lots of time by exporting from Costlocker, as opposed to creating calculations in Excel and entering them into Costlocker once they’re approved.
Costlocker doesn’t make mistakes. When working in Excel, there’s always a chance that human error may lead to wrong calculations – and invoices.
What the exported budget looks like in Excel
Exported budget limitations
It’s currently not possible to download a file with other than English descriptions
Only paying customers will have their billing info transferred into Excel
The only current way to include your logo in the Excel header is to insert it manually
It’s currently not possible to select a different template – there’s only one
How to export a project budget into Excel
Go to the project page and click the Cost estimate tab.
Then, click Export to Excel on the bottom of the screen – an .xls file will be downloaded.