How to override existing documents in submittal package
Step-by-step guide Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on "customize " option 5. In...
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How to identify and fix missing cut sheets
Step-by-step guide Login to COMPAS Go Open the quote From Actions menu, select "Submittal Package" option In The Submittal page click on "customize " present on the Left-top corner...
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How to customize submittal package for large jobs?
This article details the submittal report customization in COMPAS Go. 1. Login into COMPAS Go with valid credentials. 2. Open an existing quote or create a new quote with line items. On doing so...
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How to use the Submittal package in COMPAS Go? (Video 11.57 Min)
The Submittal Package in COMPAS Go is a great tool to manage the content of your Submittal Package! Your browser doesn"t support video. Please download the file:...
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How To Generate Submittal Package For Selected Line Items
Create a Project 2. Add Products to the Quote 3. If users wants only specific lines to show up in the Submittal Package, select the lines from the Quote and click on Submittal Package ...
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How to Troubleshoot Report not working
When you are not able to view the Submittal or drawings from Compas Go, then mostly it will be a setting in the browser which blocks the file from opening Step-by-step guide Open Google...
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How to generate reports with line level selections?
Report generation for the quote is possible at quote level and at line item level. This article describes the generation of reports based on line level. 1. Login...
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How to include Requested Lead Time In Proposal Report
Step-by-step guide Login to COMPAS Go Open the quote. From Actions Menu, select "Reports" option In the reports options, select the option "Proposal Report" and click on...
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How to add a customer logo to a proposal (Video)
Customers can customize their proposal. Review the attached video to learn how. Step-by-step guide Click on the below link to review this training. Your browser doesn"t support...
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How to Generate Estimate Sheet Report?
Login to COMPAS Go Open an existing quote. From Actions Menu, select "Reports" option as shown below. 4. In the reports options, select the option...
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