AI & document tools · 2 min read
Edit line items, sections, and pricing
Make the scope easy to read and check how each price contributes to the total.
Before you start
Open an editable document. Locked documents may require a supported revision action first.
The estimate item table. Enter scope and pricing, then check the calculated totals.
- Add the item name and a useful description.
- Review units, quantities, and costs for this job.
- Check the total after discounts and tax.
Step by step
Organize the work
Add sections for meaningful groups such as a room or phase. Add a line item for each service or material and write a clear description.
Enter quantities and prices
Set the quantity, unit, and pricing fields. Where cost and markup are enabled, check the resulting selling price rather than assuming cost equals price.
Review tax and detail columns
Use item-table settings to choose relevant fields and their visibility. Review taxable items and the document tax total.
Check the recipient’s view
Preview the document after editing. Verify the section order, descriptions, visible columns, subtotal, tax, and total.
What happens next
Your line items build the document total. Table and visibility settings control how the scope is presented to the recipient.
Good to know
Hiding a column changes presentation; check the preview before sharing internal pricing. Review installment amounts whenever the total changes.
Sign in to use this feature. Available actions depend on your workspace access.