> For the complete documentation index, see [llms.txt](https://help.visuary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.visuary.com/guide-visuary-en/data/cost-estimate.md).

# Cost estimate

<figure><img src="https://4038224095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FI1AY8IdrHyPTWltMOfIW%2FHeader_estimatif_V2.gif?alt=media&amp;token=770cdb0b-175f-4eeb-a92a-4a9ba336f5e3" alt="L&#x27;estimatif sur Visuary "><figcaption></figcaption></figure>

{% hint style="warning" %}
The cost estimate is only available with a subscription **Integral** or **Enterprise**
{% endhint %}

How the cost estimate works:&#x20;

1. Make sure your Existing floor plan best reflects the current state by entering, among other things, the wall types, windows, etc. This will provide a reliable base for your estimate.
2. **Create your Renovation proposal in the Renovation floor plan tab** by adding the various elements to the plan, such as objects and finishes.
3. The cost estimate is generated automatically based on the changes made to the Renovation floor plan.

{% hint style="success" icon="lightbulb" %}
**The cost estimate is available only in the Renovation floor plan tab.**\
**It is calculated from the differences between the Existing floor plan** (representing the current state) **and the Renovation floor plan** on which you build your work proposal.&#x20;
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Create a renovation proposal</td><td><a href="/guide-visuary-en/your-first-projects-on-visuary/from-survey-measurement-to-renovation-proposal.md">From Survey / Measurement to Renovation proposal</a></td></tr><tr><td>Partition or create new rooms </td><td><a href="/guide-visuary-en/the-plan/the-walls.md">The walls</a></td></tr><tr><td>Add or customize elements on your plans</td><td><a href="/guide-visuary-en/the-plan/objects.md">Objects</a></td></tr></tbody></table>

### Enter and change prices

{% hint style="success" icon="lightbulb" %}
**Depending on your needs, you can change the price for a single project or for all your projects.**&#x20;
{% endhint %}

#### Change the price for all projects

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FKGszkobBPxAmfGAvp3CI%2Fmodif_prix_catalogue.mp4?alt=media&token=9b952841-bf6a-4ca0-80b3-54f142ce24e3>" %}

To change prices across all your projects

1. In the cost estimate, click on **"To be priced"** for the line you want
2. **Enter the new price** for the product in the dedicated field
3. To confirm, click the button **"Change the line for all my projects"**

The price is automatically added to the Price grid and will now apply to all your projects, past and future.

{% hint style="success" icon="lightbulb" %}
When you hover over a line in the cost estimate, the corresponding product on the plan is highlighted in blue so you can find it more easily.\
\
![](https://4038224095-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FU2Atwyqeqg3jZrg8Dtdr%2FCapture%20d%E2%80%99e%CC%81cran%202026-09-24%20a%CC%80%2016.06.03.png?alt=media\&token=931af47d-21f3-4b34-a86b-1c8097afe5a5)
{% endhint %}

#### Change prices for a single quote

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FwrcQqmUiiCrHd6UNihSh%2Fmodif_unique_prix.mp4?alt=media&token=18b36acf-4f55-4433-96f8-e5b4b4e9e5b3>" %}

To change prices on a single quote:

1. In the Cost estimate, click **"To quote"** for the line of your choice
2. **Enter the new price** for the product in the dedicated field
3. To confirm, click the button **"Change only this line in this quote"**

{% hint style="warning" %}
Note: when you change a price by selecting "Change only this line in this quote", the listed price will appear **only in the quote for the Scenario**. \
**If you have several renovation floor plan Scenarios within the same project, you will need to change the amounts for each one.**
{% endhint %}

***

#### Set the price of a supply item for all your projects&#x20;

**Method 1: Enter the sale price and the Installation price**

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2Fslkrl7poFOTaNBTkykNs%2Fprix_receveur.mp4?alt=media&token=becac75d-90e5-4390-b3e7-91989b74af17>" %}

To set a product price from the sale price and the installation price (for all your projects):

1. In the Cost estimate, click **"To quote"** for the line of your choice
2. Enter the **"Sale price"** and the **"Installation price"**
3. To confirm, click the button **"Change the product for all my projects"**

{% hint style="warning" %}
**For the price to appear correctly, you need to fill in the** "**Sale price**" **and the** "**Installation price**" : if one of the two is not entered, the supply will remain as "**To be priced**" in the cost estimate.
{% endhint %}

**Method 2: Enter the purchase price and desired margin**

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FdtZpg7ZxW74pripJDYeC%2Fprix_WC.mp4?alt=media&token=b47f2fcc-ff6f-49e8-9e97-4541269c4fdf>" %}

To set the price of a supply item from the purchase price and margin (for all your projects):

1. In the Cost estimate, click on **"To be priced"** for the line of your choice
2. Enter the **"Purchase price"** and the **"Margin": the sale price will be calculated automatically from this information**
3. **Enter the "Installation price"**
4. To confirm, click the **"Change the product for all my projects"**

{% hint style="warning" %}
**For the price to appear correctly, you need to fill in the** "**Sale price**" **and the** "**Installation price**": if one of the two is not filled in, the supply item will remain as "**To be priced**" in the Cost estimate.
{% endhint %}

#### Set the price of a supply item for a single project

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FEf0Ae6bhEvZXzksrwPNf%2Fprix_unitaire.mp4?alt=media&token=b6dea4f6-eefb-4bbe-886b-03c8dff93a70>" %}

To set the price of a supply item for a single project:&#x20;

1. In the cost estimate, click on **"To be priced"** for the line you want
2. Enter the **"Unit price"** in the dedicated field
3. To confirm, click the button **"Change only this line in this quote"**

***

#### Change VAT&#x20;

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FTenr7txpOW26vZThvslF%2Fmodif_TVA.mp4?alt=media&token=5cb0dbe1-c2b4-484d-9f00-81284ba47d1b>" %}

To change the VAT of an item in the Cost estimate:

1. Click "**Cost estimate**" on the right side of the screen
2. Select the VAT
3. In the box that appears, **change the default rate** to **enter the information you want, either for all your projects or only for this quote**.
4. Confirm the change by clicking the confirmation button for the desired scope:
   1. **"Change the line for all my projects"** : the change will now apply to all your projects, for both future and past projects.
   2. **"Change only this line in this quote"** : the change will apply only in this quote, for this plan Scenario.

***

#### Change prices from the Price grid

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FInvdBJq9KMlv6RoF5qb1%2Fgrille_tarifaire%20(1).mp4?alt=media&token=d58f100d-49fd-4288-8314-b5b10c27914e>" %}
Change prices from the Price grid
{% endembed %}

To change a price from the Price grid:&#x20;

1. On the home page, click **Configure the cost estimate** on the left side of the screen
2. The Price grid lets you set your reference prices **by product category** (e.g. floors, paints, joinery, etc.).\
   You can change an **entire category** or only a **subcategory** (e.g. *Doors > Entry doors > Single entry door* or *with fixed side panel*).
3. Click the button **"Save"** once you have finished your changes

{% hint style="warning" %}
**These prices are applied automatically to all your projects.** You can still change them in the Cost estimate tab of your projects; to learn more [**click here**](#modifier-les-prix-pour-un-seul-plan).
{% endhint %}

{% hint style="info" %}
To learn more about setting prices from the Price grid, click [**here**](/guide-visuary-en/visuary-interface/cost-estimate-setup.md).
{% endhint %}

***

### Change text line labels

{% hint style="success" icon="lightbulb" %}
**Depending on your needs, you can change text line labels for a single project or for all your projects.**&#x20;

Note: **The lines appear automatically** in the cost estimate, **based on the changes made** on the renovation floor plan Scenario. **You cannot change how this works.**
{% endhint %}

#### Change the name of an induced line

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FClU7MYUaT8At32AUA33b%2Fnom_ligne_induite.mp4?alt=media&token=0f2beccf-209a-4f19-90c9-914548af6831>" %}

To edit the label of an induced line:&#x20;

1. Click "**Cost estimate**" on the right side of the screen
2. Click the induced line of your choice
3. In the box that appears, **edit the text label** to **enter the desired information, either for all your projects or only for this quote**.
4. Confirm the change by clicking the confirmation button corresponding to the desired scope:
   1. **"Change the line for all my projects"** : the change will now apply to all your projects, for all your future and past projects.
   2. **"Change only this line in this quote"** : the change will apply only in this quote, for this plan scenario.

{% hint style="info" %}
If some induced lines seem of limited use for your trade or if you want to delete them, you can do so from the Cost estimate settings.\
To learn more [**click here**](/guide-visuary-en/visuary-interface/cost-estimate-setup.md).
{% endhint %}

#### Change the name of a product

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2Fj0Fp6H4xUQp9rsjLhpel%2Fnom_produit.mp4?alt=media&token=6a7081de-ed74-48f9-98d0-26b5239986c2>" %}

To change the name of a product:&#x20;

1. In the cost estimate, select a line that directly corresponds to a product placed on the plan
2. Change its name in the dedicated box
3. Confirm the change by clicking on **"Change the product for all my projects"**

{% hint style="warning" %}
Changing a product name will have no impact on the cost estimate itself. **This change only affects the product name as it appears in the** [**Product catalog**](/guide-visuary-en/visuary-interface/product-catalog.md)**.**
{% endhint %}

***

### Add and remove lines in the cost estimate

{% hint style="warning" %}
**Manual addition of elements to the quote should apply only to elements with no impact on the plan**, for example a commercial discount or a flat fee. \
\
**For any element that should appear on the plan, place the element on the plan: the line will be generated automatically in the cost estimate.** Entering an item such as "adding an outlet" without placing it on the plan will make the plan and your measurements inaccurate.&#x20;
{% endhint %}

#### Add a new section

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F03bSBW1cWAeziEdpBfJ1%2Fajout_section.mp4?alt=media&token=85ac2f2f-df4c-42da-bed7-ea03cfe92a41>" %}
Add a section in the cost estimate
{% endembed %}

To add a section:

1. Click on Cost estimate
2. Expand the cost estimate to get to the very bottom of the menu
3. Click on **"Add a section"**
4. **Click the green text fields to edit them**&#x20;
5. Enter the sub-item details by clicking it (price, quantity, Unit, VAT)
6. Click the arrow icon at the bottom of the menu to close it.

#### Add a new item

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FI0H0FurjHD3p1kD8gn2P%2Fajout_element.mp4?alt=media&token=13e490a5-632f-41df-b69a-50d62b25c695>" %}
Add an item in the cost estimate
{% endembed %}

To add an item:

1. Click on **Cost estimate**
2. In one of the existing sections, click on **"Add an item"** at the bottom of the section
3. **Click the green text fields to edit them**&#x20;
4. Enter the sub-item details by clicking it (price, quantity, Unit, VAT)
5. Click the arrow icon at the bottom of the menu to close it.

#### Add a sub-item

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FpqAh1qseyNFTfAYAbkne%2Fajout_sous_element.mp4?alt=media&token=adfa26d5-1ca3-441a-8ac9-2c71043eb433>" %}
Add a sub-item in the cost estimate
{% endembed %}

To add a sub-item:

1. Click on **Cost estimate**
2. **Move your mouse below an existing sub-item** ; click the **"+" button** that appears when you hover over this area
3. **Click the green text field to edit it**&#x20;
4. Enter the sub-item details by clicking it (price, quantity, Unit, VAT)
5. Click the arrow icon at the bottom of the menu to close it.

#### Delete lines in the cost estimate

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2Fm6emmkC7kaMBjYVe2Nk1%2Fsupprimer_sous_element.mp4?alt=media&token=d0307657-2488-4ebf-ac7c-e45a028910eb>" %}
Delete lines in the cost estimate
{% endembed %}

To delete a line:

1. Click on **Cost estimate**
2. **Hover over the item or sub-item you want to delete**, a trash icon will appear on the right of the line
3. **Click the trash icon** to delete the line

{% hint style="info" %}
Lines are not permanently deleted; they remain visible in red in the cost estimate.

But they will not appear **neither in the Excel export**, **nor on the cost estimate page** of the **PDF report**.
{% endhint %}

#### Show a deleted line again

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2F7HuwKXjyZOwD8e4mDul8%2Freapparition_ligne_suppr.mp4?alt=media&token=1494d28c-e302-4758-85db-06048b01648b>" %}
Restore a deleted line
{% endembed %}

To restore a line:

* Click on **Cost estimate**
* **Hover over the item or sub-item you want to delete**, an arrow will appear on the right of the line
* **Click the arrow** to show the line again

***

### Export the cost estimate

{% hint style="info" %}
Three exports let you download the cost estimate:&#x20;

* **The PDF report**
* **Export cost estimate (.xlsx)**
* **Export cost estimate (invoicing software)** : compatible with *Obat, Costructor, Progbat and Batappli.*
  {% endhint %}

#### Export the cost estimate to invoicing software

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FtZjaCet0CtLsoX3MRNVp%2Fimport_csv_costructor.mp4?alt=media&token=32ce0372-448a-4ea0-a9f0-df5a16fa8f84>" %}

To export the cost estimate to invoicing software:&#x20;

* Download the export by clicking the **3 dots** at the top right
* Select **"Exports"** then **"Export cost estimate (invoicing software)"**
* Then import the file into your invoicing software

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>The Integral subscription</td><td><a href="/guide-visuary-en/settings-and-subscriptions/subscriptions-and-billing.md#labonnement-integral">Subscriptions and billing</a></td></tr><tr><td>The Product catalog</td><td><a href="/guide-visuary-en/visuary-interface/product-catalog.md">Product catalog</a></td></tr><tr><td>The PDF report</td><td><a href="/guide-visuary-en/sharing-and-export/pdf-report.md">PDF report</a></td></tr></tbody></table>


---

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