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Merging Budgets

Chedar allows you to merge multiple quotes from the same project, consolidating several proposals into one.

To merge multiple quotes, follow the steps below:

  1. Click on the project name to access the project page. You will be directed to the project's page as shown below:

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  2. Click on Merge, as indicated below:

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note

Ensure that all the quotes you wish to merge are in the same project.

  1. A window appears, displaying a preamble explaining the functionality as shown below:

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Ensure that the main quote includes the EXE (if applicable) and that the quotes you wish to merge are in this project.

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The renders will not be imported.

  1. Choose your base quote, as indicated below:

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  2. Choose the rest of the budgets you wish to merge, as indicated below:

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  3. Validate your choice and click on Save.

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  4. A success message appears on the right side of the screen. Your merged quote appears as shown below:

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  5. Click on icon to see the list of merged quotes, as shown below:

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