How to Create an Estimate or Proposal Using Your 3D Floor Plan
With Houzz Pro, you can quickly turn your detailed 3D floor plan into an estimate or proposal to share with clients. Converting your floor plan to a document saves you time and increases efficiency — it avoids double entry on work you've already completed.
To start creating your estimate (for builders) or proposal (for designers), open up the relevant 3D floor plan, or create a new floor plan from scratch or from a template. Click the Convert to Estimate or Proposal button at the top of your floor plan.
By default, Houzz Pro will use AutoMate AI to generate a list in the right panel of all the items used in your 3D floor plan. You have two options — you can either use and edit that AI list, or if you prefer, you can click Create from Scratch to build your estimate or proposal manually.
Let's go over each option.
AutoMate AI Estimate or Proposal
With the AutoMate AI estimate or proposal, Houzz Pro does the work for you by building out an item list based on what you already created in your 3D floor plan. All the items will be checked to start, so you can easily remove and edit the items that are relevant for you (more details below).
Edit AutoMate AI Items in Estimate or Proposal
The AutoMate AI document allows you to easily view, edit or delete a specific item. You are not able to add a new item directly from the document — to do this, you will need to edit the 3D floor plan directly.
Select the checkbox if you would like to include the item in your document, or de-select the checkbox to exclude it. Click the three dots icon next to the item to Remove or Edit Item Details.
In the Edit Item Details screen, you can adjust the item name, add notes, and include a waste percentage to ensure you have enough materials. Adding a percentage here will add to the total quantity included in the estimate or proposal. Be sure to click Save once you make changes.
Please Note: Some of the item information is read-only. If you would like to edit description, quantity or unit type, you will need to do this directly on the 3D floor plan.
Edit, Add or Remove Items in Floor Plan
If you would like to make changes to item quantity, add a new item, or remove an item, you can make changes directly in both the 2D and 3D floor plan.
To start, click on the floor plan item you would like to change, add or remove. In the right panel, make the necessary adjustments to materials, colours, dimensions or quantity.
At the bottom of the right panel, select 'Remove Item from Estimate/Proposal' if you want to remove an item that's already added. Any changes you make here will automatically update your floor plan and your AutoMate AI document details.
Be sure to select Create Estimate/Proposal to create your document.
It may take a few minutes to generate your document. Once ready, you will be taken directly to the estimate or proposal, which you can edit if needed and/or share with your client or team.
Estimate or Proposal from Scratch
With a manual estimate or proposal, you have complete control over what you include in your document. To start, click Create from Scratch at the top of your estimate or proposal.
Your item list will start out empty, as shown below. To build out your list, you will need to manually click each item in the 2D or 3D floor plan and add it to your document.
Add Items in Floor Plan
For each item, click on the item in your floor plan to review the item details. In the right panel, make the necessary adjustments to materials, colours, dimensions or quantity.
Once you are ready to add the item to your document, select 'Add Item to Estimate/Proposal'. If you want to remove an item you already added, select 'Remove Item from Estimate/Proposal'.
Please Note: When you add flooring to your estimate or proposal, you can select whether you add both the floor area and/or the perimeter area to your document.
As you add items, you want to think about all the components of the room to ensure everything is included in your document. This includes:
- Doors
- Windows
- Walls
- Ceilings
- Flooring
- Cabinets
- Products (furniture, decor, fixtures)
If you have multiple floors in your 3D floor plan, be sure to add items from all available floors.
Edit Items in Manual Estimate or Proposal
After you manually add items from your floor plan to your estimate or proposal, you will start to see all the items reflected in your document in the right panel. You can de-select the checkbox next to an item you want to exclude, or you can click the three dots icon next to the item to Remove or Edit Item Details.
If you have multiple levels in your floor plan, you can change the floor dropdown at the top of the page to view the estimate or proposal details, e.g. for the Ground Floor, 2nd Floor or more.
Select Collapse All to minimise all the specific items and only view the main estimate or proposal categories. You can also minimise a specific category by clicking the ^ icon next to the category.
In the Edit Item Details screen, you can adjust the item name, add notes, and include a waste percentage to ensure you have enough materials. Adding a percentage here will add to the total quantity included in the document. Be sure to click Save once you make changes.
Please Note: Some of the item information is read-only. If you would like to edit description, quantity or unit type, you will need to do this directly on the 3D floor plan.
You can Preview the details of your Estimate/Proposal before creating it. Once you select 'Create Proposal/Estimate', it may take a few minutes to generate your document. Once ready, you will be taken directly to the estimate or proposal, which you can edit if needed and/or share with your client or team.