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Quotes & Estimates
Supplier Price Lists

Supplier Price Lists

Manage pricing from your vendors for faster quoting.

What Are Price Lists?

Price lists store supplier pricing for materials and products. When creating quotes:

  • Pull items directly from price lists
  • Prices auto-fill
  • Track pricing history
  • Update when suppliers change prices

Creating a Price List

Go to Price Lists

Navigate to Settings → Price Lists or Quotes → Price Lists.

Create New List

Click + New Price List.

Enter Supplier Info

FieldDescription
Supplier NameVendor name
ContactRep name (optional)
PhoneContact number
EmailContact email
Valid DateWhen prices expire

Add Items

For each item, enter:

  • Item Code/SKU - Supplier's code
  • Description - Product name
  • Unit - EA, LF, SF, etc.
  • Unit Price - Supplier's price
  • Category - Optional grouping

Save

Your price list is ready to use.

Import from Spreadsheet

Bulk import pricing:

  1. Click Import → From Spreadsheet
  2. Download the template CSV
  3. Fill in your data: 
    SKU, Description, Unit, Price, Category
ABC123, 2x4x8 Stud, EA, 4.25, Lumber
DEF456, OSB 4x8 7/16, EA, 28.00, Sheathing
  4. Upload completed file
  5. Review and confirm import

For large price lists, spreadsheet import is much faster than manual entry.

Using Price Lists in Quotes

Add Items from Price List

  1. In your quote, click + Add from Price List
  2. Select supplier
  3. Search or browse items
  4. Click items to add
  5. Adjust quantities as needed

Quick Search

Type in the search box to find items:

  • By description
  • By SKU
  • By category

Apply Your Markup

Items import at supplier cost. Apply markup:

  • Per item
  • Per section
  • Quote-wide

Price List Features

Multiple Suppliers

Create separate lists for each supplier:

  • Lumber yard
  • Electrical supplier
  • Plumbing wholesaler
  • Hardware store

Compare prices across suppliers when quoting.

Categories

Organize items within a list:

  • Lumber
  • Hardware
  • Fasteners
  • Finishes

Filter by category when adding to quotes.

Item Notes

Add notes to items:

  • Minimum order quantities
  • Lead times
  • Alternative products
  • Special instructions

Updating Prices

Manual Update

  1. Open price list
  2. Click item to edit
  3. Update price
  4. Save

Bulk Update

Apply percentage change:

  1. Select items (or all)
  2. Click Bulk Update
  3. Enter percentage (+5%, -10%)
  4. Review and apply

Import Updates

Re-import from updated spreadsheet:

  • Matching SKUs update
  • New SKUs add
  • Missing SKUs optionally remove

Price History

Track pricing over time:

  1. Click any item
  2. View Price History tab
  3. See all price changes with dates
  4. Compare to previous quotes

Price history helps you understand material cost trends and adjust estimates accordingly.

Best Practices

Keep Lists Current

  • Update quarterly at minimum
  • Request updated pricing from suppliers
  • Flag items with volatile pricing

Organize Effectively

  • One list per supplier
  • Consistent categories
  • Clear descriptions

Review Before Quoting

  • Check prices are current
  • Verify units are correct
  • Confirm items in stock

Sharing Price Lists

Team Access

Price lists are shared organization-wide:

  • All team members can use
  • Admins can edit
  • Prevents duplicate lists

Export

Share outside BuildVision:

  1. Open price list
  2. Click Export
  3. Download as CSV or Excel
  4. Share as needed

Linking to Takeoff

When takeoff items have standard names:

  • System suggests matching price list items
  • Click to link
  • Future takeoffs auto-match

Troubleshooting

Q: Can't find an item

  • Check search spelling
  • Try partial search
  • Browse by category
  • Item may be in different supplier list

Q: Prices seem wrong

  • Check unit of measure matches
  • Verify list is current
  • Confirm supplier hasn't changed pricing

Next Steps

Quote TemplatesSharing Quotes