How do I download a price list?

Updated 1 month ago by Jake D.

To download a default price list:

On the project dashboard, select the Preferences tab in the navigation menu on the left.

  1. 2. Select Pricing.
  2. 3. Under the Price List group, click the first list icon (at the end of the first vacant field). The Select Price List dialog box appears.
  3. 4. Click Request a price list.
  4. 5. Select a price list by date or name.
  5. 6. Enter price list details, then click Download.

To download a price list for a specific project:

  1. 1. Open an estimate.
  2. 2. On the Claim Info tab, select Parameters.
  3. 3. Under Pricing, click the Price List arrow, then click Smartlist. The Select Price List dialog box appears.
  4. 4. Click Request a price list.
  5. 5. Select a price list by date or name.
  6. 6. Enter price list details, then click Download.


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