⚠️ MAX EDIT MODE ACTIVE

📋 BookIT CPQ - Estimate Generator

Generate XML estimates from templates with local file storage

🔴 Checking connection...
⭐ Generate Estimate Pro
🚀 Generate Estimate Lite
📦 Bulk Generate
📋 Estimate Viewer
📁 Templates
⬆️ Upload Template
📊 Created Estimates

1️⃣ Select Template

2️⃣ Enter Estimate Details

⭐ Generate Estimate Pro

💡 Solutions estimates coming soon! Stay tuned for advanced solution estimate configuration.

📄 Template Selection

⚠️ Advanced Editing Mode

Enable to manually edit cost elements, contract periods (dates will be shown), and service lines. Changes may override template calculations.

Max Edit Mode
📋 Estimate Information
🎯 Opportunity & Customer Information
� Office Information
🏗️ Depth Structure
📅 Contract Details
🔧 Service Agreement Characteristics
Description Automation Electrical Mechanical Energy Fire Sprinkler Security
No characteristics loaded. Select a template to view service agreement characteristics.
⚙️ Disciplines
📊 Submittal Cost Elements
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
Cost Element Code Year 1 Year 2 Year 3 Year 4 Year 5 Total
💰 Discounts
🔨 Services
Note: Currently, service modifications do not support Offering Sets or Equipment selections or modifications. Coming soon.
Services Automation Electrical Mechanical Energy Fire Sprinkler Security
No services loaded. Select a template to view services.
🏗️ Additional Systems Covered
Additional Systems Covered Automation Electrical Mechanical Energy Fire Sprinkler Security
No additional systems loaded. Select a template to view systems.
ℹ️ Note: Enable Max Edit Mode to add or modify Additional Systems Covered. Check boxes to indicate "Yes" for each system by discipline.
💵 Cost Summary

📦 Direct Costs (Auto-calculated)

💰 Additional Costs (User Input)

📊 Summary Calculations

📆 Contract Periods
📊 Service Lines
Contract Period Start Date End Date TDC % Cost GM % GM $ Sell Price

📦 Bulk Generate Estimates

📝 Instructions:
  • Upload an Excel file (.xlsx) with multiple estimate records
  • Each row will generate one XML estimate file
  • Required columns: TemplateName, EstimateName, OpportunityName, OpportunityID, SalesOffice, Office2, UserEmailID, UserName
  • Optional column: EstimateID (auto-generated if not provided)
  • The first sheet in the workbook will be processed (any sheet name is allowed)

📁 Available Templates

Loading templates...

⬆️ Upload New Template

📝 Note: Upload your XML template file. It will be stored locally in the storage/templates/ folder.

📊 Created Estimates

📝 Note: All generated XML estimates are stored in Azure Blob Storage in the bookitcpq2600/US-cpq-generated/ container.

Click "Refresh List" to load created estimates

📋 Estimate Viewer

📝 Note: Browse and search estimates from Azure Storage. Currently showing estimates from the last 7 days.

Select a View and Date Range, then click "Display Estimates"