How-To Guides
Track Project Pricing in Quotes
Use project-linked quotes to review priced scope, editable line values, status, and totals in one place.
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
Review a project's current quote totals and understand how they differ from a full project budget.
Steps
- Open the project folder and choose a quote row.
- Review the sectioned line table and edit quantity or unit price when the scope changes.
- Check tax, discount, overhead, subtotal, and total in the footer.
- Use Preview before sharing or sending the quote.
What to expect
- Project quote rows show title, number, status, and last update.
- The quote page back-links to its project and originating takeoff when available.
- Warnings and invalid edits surface in a strip instead of being silently ignored.
Good to know
BuildVision AI does not currently include committed-versus-actual budgets, cost-code ledgers, invoice reconciliation, cash-flow forecasts, or project profitability reporting.