Project Background
For years, this construction company relied on a custom Google Sheet for creating estimates. It was fast—faster than any other tool they’d tried—and gave them the flexibility to update and calculate project costs in real time. But there was one problem: the final estimate looked like exactly what it was—just a Google Sheet exported to PDF. It lacked the polished, professional look that clients expected, which affected their ability to make a strong first impression.
Recognizing this gap, the company hired a marketing manager who developed a beautifully designed PDF template that reflected their brand and the quality of their work. However, integrating their speedy Google Sheet estimates with this professional PDF proved to be a challenge. They needed a seamless way to transfer all the data without sacrificing the efficiency of their current system.
What We Did
We worked with them to create a custom script that bridged this gap. Now, every time an estimate is completed in the Google Sheet, the script automatically generates a copy of the professional PDF template, fills it with all the necessary data and calculations, and appends line items from the original estimate. This solution preserved the speed and accuracy of their Google Sheet system while adding a layer of professionalism to their final estimate.
Outcome
Faster, professional estimates that improved trust and helped close more deals.
With this new, polished estimate process, the company was able to deliver professional-looking, detailed quotes to clients. These visually appealing PDFs helped them gain the trust of potential leads and they noticed an increase in closed projects.