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How to View Material Summary

Updated this week

Follow the below-mentioned steps to view material summary.


Step 1: Click “Customers” and locate your customer from the list.

Step 2: Click “Material Summary” on the proposal card.

Step 3: You will be redirected to the PDF file where you can view or download the material summary.


You can follow the alternate way to view the material summary.

Step 1: Click “View Details” on the proposal card.

Step 2: Click “Material Summary”.

Step 3: Here, you can view or download the material summary using the respective buttons.

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