Pricing Sheet

This tool is for the design professional and is not visible to your client. The pricing sheet is broken down by category. At a glance the pricing sheet show your cost, client price and profit. The pricing sheet is not editable. This is because the pricing sheet is directly linked to the proposal. if you'd like to add or edit, you do this from the space proposal. The pricing sheet can be exported as a CSV and opened in Excel, Google Sheets, Numbers. There is also a designer project pricing sheet automatically generated at the project level. This shows you an overview of all products and services in all spaces across the project.

  1. A pricing sheet is automatically created based on the products that you've added to your proposal. If your pricing sheet is blank, start by adding products to your proposal.

  2. You can view the pricing sheet by clicking "pricing sheet" from within the products tab inside of a space

All of the data is automatically calculated, totalled and categorized based on the information you put in to your product catalog.

  1. You can print the designer pricing sheet by clicking "print view" at the top of the screen and choosing "pricing sheet" from the menu. Your client cannot view or print the designer pricing sheet. The pricing sheet is formatted to print in portrait or landscape. You can make your choice from your printer dialog box.

Troubleshooting the pricing sheet

I am seeing N/A for pricing?

The first reason is you haven't set a price for the product. The pricing sheet references the products in the space and if your products don't have prices, the pricing sheet can't be created.

The second reason is that you've haven't set a quantity. If you don't have a quantity set the pricing sheet can't calculate totals.

Some products are uncategorized?
The categories sections in the pricing sheet are automatically generated based on the categories set for the products in your proposals. If your product has no category set, the pricing sheet will add it to uncategorized. To fix this, visit your catalog and set the product category for the products without one.

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