Quote Pricing & Totals
Project Pricing Through Quotes
Keep project pricing in linked quotes, where you can review takeoff quantities, line prices, and the current proposal total.
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
Follow the project-to-takeoff-to-quote chain and understand its financial limit.
Steps
- Open a project folder and choose its takeoff or quote.
- Verify quantities in the editor and prices in the quote builder.
- Use Preview and status to establish the current proposal state.
What to expect
- Project folders connect plans, takeoffs, and quotes without duplicating their data.
- Quote totals are recalculated with cents-exact rules.
- Actual spend is not recorded in the current quote workflow.
Good to know
BuildVision AI does not currently include budget versions, cost codes, commitments, actual costs, forecasting, variance, or budget approval.