Exporting RFPs from 9-5 Takeoffs to 6-11-1 Requests for Proposal

Note: This functionality is available only if you have the Estimating Module.

To export an RFP:

1. In the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
2. In the Takeoff Launch window, double-click a job to launch a takeoff.

3. On the Export menu, point to Requests for Proposal, and then click one of the following commands:

   • By Job.
   • By Job/Phase.
4. Accept or decline the question about continuing to export an RFP only with parts that have a vendor.

5. Accept or decline the question about including subcontractors in your RFP.

   The Export RFP window appears with a list of vendors and vendor amounts.

   If necessary, you can clear any check boxes of vendors that you want to exclude from the RFP.

6. To add the requesting employee to the RFP, click the Employee# arrow, and then choose an employee from the list of employees.
7. Click Export.
8. Open the 6-11-1 Requests for Proposal window.

9. In the data control window, click the Last Record button.

   The last RFP that you just exported appears.