{"id":148029,"date":"2026-09-28T10:20:09","date_gmt":"2026-09-28T10:20:09","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=148029"},"modified":"2026-10-13T08:07:43","modified_gmt":"2026-10-13T08:07:43","slug":"guide-to-printing-and-exporting-construction-records","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-printing-and-exporting-construction-records\/","title":{"rendered":"Guide to Printing and Exporting Construction Records"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The system allows you to print construction records (bids, cost sheets, and construction quotations) or export them as PDF directly from each record&#8217;s view screen, with the ability to choose the required template from several available templates. In this article, we explain the steps to print and export, and how to choose the right template \u2014 using a bid as an example, noting that the same steps apply to cost sheets and construction quotations.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Steps to Printing and Exporting Construction Records&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1790591681216{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;First: Accessing the Record&#8217;s View Screen&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 1: Opening the View Screen<\/strong><\/p>\n<p style=\"text-align: left;\">From the sidebar menu, click on &#8220;Construction,&#8221; then go to &#8220;Bids,&#8221; and click the &#8220;View&#8221; button for the required bid.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;148031&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Note<\/strong><\/p>\n<ul style=\"text-align: left;\">\n<li>The same steps apply to cost sheets and construction quotations, whether accessed directly from the sidebar menu, or from within a linked bid or project.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Second: Selecting the Template and Printing or Exporting&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 2: Opening the Printables List<\/strong><\/p>\n<p style=\"text-align: left;\">Click the &#8220;Printables&#8221; button \u2014 a dropdown list appears showing the templates available for the current record type only (there are currently 3 templates for each record type).<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;148033&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 3: Selecting the Required Template<\/strong><\/p>\n<p style=\"text-align: left;\">Select the appropriate template from the dropdown list \u2014 you&#8217;re automatically redirected to a new screen displaying a preview of the selected template, with &#8220;Edit,&#8221; &#8220;Print,&#8221; and &#8220;Download&#8221; actions.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;148035&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 4: Printing or Exporting<\/strong><\/p>\n<p style=\"text-align: left;\">Click &#8220;Print&#8221; to open the direct printing screen with the selected template, or click &#8220;Download&#8221; to download a PDF copy with the same template directly.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;148040&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Note<\/strong><\/p>\n<ul style=\"text-align: left;\">\n<li>Printing or exporting requires having the permission to view the record itself:\n<ul>\n<li><strong>For bids:<\/strong> the &#8220;View All Bids&#8221; or &#8220;View His Own (Created) Bids&#8221; permission.<\/li>\n<li><strong>For cost sheets:<\/strong> the &#8220;View All Cost Sheets&#8221; or &#8220;View His Own (Created) Cost Sheets&#8221; permission.<\/li>\n<li><strong>For construction quotations:<\/strong> the &#8220;View All Quotations&#8221; or &#8220;View His Own (Created) Quotations&#8221; permission.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":39,"template":"","categories":[15906,15599,16075,16356],"tags":[18441,18444,18440,18443,18442,18437,18439,18438],"class_list":["post-148029","user_manual","type-user_manual","status-publish","hentry","category-bids-construction","category-construction","category-quotations","category-cost-sheets","tag-downloading-a-pdf-of-a-construction-record","tag-exporting-a-cost-sheet-to-pdf","tag-how-do-i-print-a-bid-in-daftra","tag-multiple-templates-per-record-type","tag-permissions-for-printing-and-exporting","tag-printing-and-exporting-construction-records","tag-printing-cost-sheets-and-quotations","tag-selecting-a-printable-template-for-a-bid"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Printing and Exporting Construction Records - Daftra Knowledge 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