CrewMix
Start free trial
Browse guides

Get started

Set up your rates

Build & share estimates

Track & compare

Run your organization

Export Estimates to Excel (Live Formulas)

Export any CrewMix estimate as an Excel workbook with live formulas, or share a clean proposal page your customer can verify line by line.

Two ways to hand it over

Every estimate exports two ways: a live-formula Excel workbook for the people who want to audit the math, and a clean proposal page for the people who just want the number.

Export the workbook

  1. Open the estimate and click Export Excel.
  2. The workbook mirrors the grid — headcounts, hours, and rates with real formulas, not pasted values. Change a headcount cell and the totals recalculate in Excel.
  3. Send it as-is: it opens in Excel, LibreOffice, and Google Sheets.

Share the proposal

  1. On the estimate form, fill the Proposal section — scope notes, assumptions & exclusions.
  2. Open the proposal view for a print-ready summary of phases, crews, and totals, and print or save it to PDF from the browser.

Good to know

  • Exports reflect the estimate's snapshot — reprice deliberately, never by accident.
  • Estimate statuses (draft, sent, won…) help you keep the list honest once proposals start going out.