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Document Export

Document export lets you generate professional Word documents from your estimates. Upload .docx templates with placeholder syntax, then export any version to produce a populated document ready to share with clients.

Managing Document Templates

Document templates are shared across your team and available for all estimates.

  1. Open the Document Templates page from the sidebar navigation
  2. Click New Template to upload a .docx file
  3. Give the template a name and optionally add a description
  4. Select the .docx file from your computer and click Create

You can edit a template's name and description at any time, or delete templates you no longer need. To replace the file itself, delete the existing template and upload a new one.

Available Placeholders

Place these placeholders in your .docx template using the ${PLACEHOLDER} syntax. Missing Toolkit: Estimates will replace them with actual values when you export.

Placeholder Description
${ESTIMATE_NAME} The name of the estimate
${ESTIMATE_DESCRIPTION} The description of the estimate
${VERSION_NAME} The name of the exported version
${VERSION_AMOUNT} The formatted total amount for the version
${EXPORT_DATE} The current date (e.g., "February 25, 2026")
${OWNER_NAME} The name of the estimate's owner
${TEAM_NAME} The name of the team that owns the estimate
${ROW_TABLE} A formatted table of line items with amounts

All placeholders except ${ROW_TABLE} are simple text replacements. ${ROW_TABLE} generates a full table with item names, hierarchical indentation, and amounts.

Exporting a Version

  1. Open the estimate in the version editor
  2. Click the Export Document button in the toolbar
  3. Select a document template from the dropdown
  4. If the template contains ${ROW_TABLE}, configure the additional options:
    • Row Depth — how many levels of nested rows to include
    • Description Column — optionally select a text column to display as subtext below row names
  5. Click Export to download the populated .docx file

Row Depth

Row depth controls how many levels of your estimate hierarchy appear in the exported table.

  • Level 1 shows only top-level rows with their rollup totals
  • Level 2 shows top-level rows and their immediate children
  • All levels includes every row in the hierarchy

When a depth limit is set, parent rows at the boundary display the rolled-up total for all their descendants. This lets you create summary-level exports or fully detailed breakdowns from the same template.

Description Column

If your estimate has text-based columns, you can select one as the description column during export. When selected, the text value for each row appears as gray subtext below the row name in the exported table. This is useful for adding notes, specifications, or other context alongside each line item.

Custom Table Styling

By default, the ${ROW_TABLE} generates a table with a standard blue header and light gray total row. If you'd like the exported table to match your document's styling, you can control its appearance using a Word table style.

To apply a custom table style:

  1. In your .docx template, insert a table where you want the line items to appear
  2. With the table selected, choose a table style from the Table Design tab in Word (e.g., "Grid Table 4 - Accent 1")
  3. Type ${ROW_TABLE} inside any cell of the table
  4. Save the template

When the document is exported, Missing Toolkit: Estimates will detect that ${ROW_TABLE} is inside a styled table, apply that table's style to the generated line items table, and remove the original template table. The content of the template table doesn't matter — only the style is used.

If ${ROW_TABLE} is placed directly in the document body (not inside a table), the default styling is used.