Quotes & Estimates
Totals, Tax, Discount, and Overhead
Use the quote footer to verify how line subtotals, tax, overhead, and discount combine into the final 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
Reconcile the quote footer before status or sharing actions.
Steps
- Review effective line subtotals after quantity and unit-price edits.
- Enter a tax rate between zero and one hundred when required.
- Enter an absolute discount amount and review the valid-until date.
- Compare Subtotal, Tax, Discount, Overhead, and Total in Preview.
What to expect
- Tax and overhead use the undiscounted subtotal; discount subtracts last and is not taxed.
- Tax is the sum of rounded per-line tax, not one rounded product.
- The footer uses the same calculation rules before and after the quote saves.
Good to know
BuildVision AI does not currently include margin dashboards, bid-versus-actual analytics, trend charts, or automatic profitability recommendations.