Loading BuildVision AI
Loading BuildVision AI
Create a quote from reviewed takeoff lines, find it by number, title, or customer, filter by its real workflow status, edit and send it, then let the customer review, accept, decline, or sign the public quote.
Capabilities
Create quote lines from manual work and accepted AI detections collected across the complete document.
Edit the customer, grouped lines, quantities, unit prices, tax, discount, validity, and supported status.
Search by quote number, title, or customer and narrow the current list by real workflow status.
Preview the commercial document, create a public link, copy it, or send the quote to a validated email address.
The public quote can record viewed state, acceptance, decline, notes, and an optional required signature.
Use supported draft, sent, viewed, negotiating, accepted, declined, expired, and converted states without a fabricated sales score.
In the product
Share the latest quote and understand what your team and the customer can each do.
Wait for Saved or use Retry before sharing.
Choose Share to create/copy a link, or Send with a valid customer email and optional message.
Open customer view to verify branding, markdown scope/terms, lines, totals, expiry, and Download PDF.
Revoke an active link only after confirmation; create a new share when access should resume.
When existing quote/share data enables online decisions, the customer can accept or decline and may need a signature.
Process
An estimator accepts the AI detections that belong and completes missing scope with manual tools.
Export accepted and manual quantities to grouped quote lines, with incomplete pages or missing scale blocked.
Adjust commercial details and watch the quote report Saved, Saving, or Save failed before continuing.
Share or email the public quote and let the supported view, acceptance, decline, and signature actions update its state.
Outcome
The problem
The solution
Your next plan set
Create the quote, edit it, share it, and follow the customer's real workflow state.
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