How to import bid sheets to Planyard (Video)

You can import estimate rows by downloading the bid sheet template, filling it in, and uploading it back to the estimate.

1. Go to Sales in the top-left company menu.
2. Open the relevant Estimate.
3. Scroll down and click Import rows.
4. Download the spreadsheet template.
5. Fill in the relevant information.
6. Return to the estimate in Planyard.
7. Click Import rows and upload the completed spreadsheet.

Note: Upload the file in the same spreadsheet format as the downloaded template.

Video tutorial