Quote Pricing & Totals
Quote Pipeline
Use the filterable Quotes list to review proposal totals and statuses across recent work.
See it in BuildVision AI
Quote index
Search recent quotes by number, title, or customer, filter by status, and start a blank quote or create one from a saved template.
- Search and status filters
- Blank quote creation
- Saved-template creation
What you'll accomplish
Use the quote list for proposal activity while respecting the absence of cash data.
Steps
- Open Quotes and choose a status filter.
- Review customer, total, status, and last-update context.
- Open the quote for full line and decision state.
What to expect
- The list tells you when more results exist beyond the current view.
- Amounts are quote totals in the workspace currency.
- No bank balance or transaction date appears in this surface.
Good to know
Quote totals are not cash data. BuildVision AI does not currently include cash-flow forecasts, payable or receivable calendars, or bank reconciliation.