Quoting

Can I quote from my own price book instead of a generic catalog?

The short answer

Yes. Your services, materials and products are your own catalog with your costs and markups, and every quote, including the AI-drafted ones, is priced from it.

A starter catalog for your trade is seeded when you sign up so the first quote is not a blank page, but it is yours to edit, rename, reprice or delete.

The catalog carries cost and markup per line, so a quote shows you the margin on each option before you send it. The free markup-vs-margin calculator explains why those are two different numbers.

You can import a price book from a CSV, or send it to us and we load it for you.

See it on your own quote.

Fourteen days, no credit card, your own price book. Send a real quote to a real customer during the trial.

or call/text (317) 850-1570