Quote Pricing & Totals
Quote Financial Summary
Review takeoff-derived quote lines, cents-exact totals, current status, and the customer's decision from the quote workflow.
See it in BuildVision AI
Quote editor
Edit lines, prices, tax, discount, overhead, validity, customer, project, and status with cents-exact totals, then preview any existing customer-facing markdown.
- Inline edits and autosave
- Existing customer markdown in preview
- Preview, share, revoke, and send
What you'll accomplish
Find the commercial totals attached to a quote and understand how they differ from accounting records.
Steps
- Open Quotes or a project's quote row.
- Review line quantities, prices, subtotal, tax, discount, overhead, and total.
- Use status and public decision state to understand the quote's commercial stage.
What to expect
- Quote values use cents end to end for consistent totals.
- Project folders link the source takeoff to its quote when available.
- Public quote state records customer review and decision, not payment.
Good to know
BuildVision AI does not currently include a finance dashboard, accounting ledger, invoices, payments, expenses, cash flow, or actual-cost tracking.