> 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-1.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>

How the cost estimate works:&#x20;

1. Make sure your existing floor plan reflects the current state as closely as possible by entering, among other things, the type of walls, windows, etc. This will provide a reliable basis for your cost estimate.
2. **Create your Renovation proposal in the Renovation floor plan tab** by integrating the different elements on the plan, such as objects and coverings.
3. The cost estimate is generated automatically based on the changes made to the renovation floor plan.

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

{% hint style="success" icon="lightbulb" %}
**The cost estimate is only available 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 **"To be priced"** for the line of your choice
2. **Enter the new price** of the product in the dedicated field
3. To confirm, click the **"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 plan

{% 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 plan:&#x20;

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

{% hint style="warning" %}
Please note: when you change a price by selecting "Change only this line in this quote", the price entered 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 %}

***

#### Enter the price of a material for all your projects&#x20;

**Method 1: Enter the selling 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 define the price of a material from the selling price and the installation price (for all your projects):

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

{% hint style="warning" %}
**For the price to appear correctly, you need to enter the** "**Selling price**" **and the** "**Installation price**": if either one is not entered, the material will remain**To be priced**" in the cost estimate.
{% endhint %}

**Method 2: Enter the purchase price and the margin you want**

{% 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 define the price of a material from the purchase price and the margin (for all your projects):

1. In the Cost estimate, click **"To be priced"** for the line of your choice
2. Enter the **"Purchase price"** and the **"Margin": the selling 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 enter the** "**Selling price**" **and the** "**Installation price**": if either one is not entered, the material will remain**To be priced**" in the cost estimate.
{% endhint %}

#### Enter the price of a material 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 define the price of a material for a single project:&#x20;

1. In the Cost estimate, click **"To be priced"** for the line of your choice
2. Enter the **"Unit price"** in the dedicated field
3. To confirm, click the **"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 rate shown by default** so as to **enter the desired information, 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 **Set up the cost estimate** on the left side of the screen
2. The Price grid lets you define your reference prices **by product category** (e.g. flooring, paint, joinery, etc).\
   You can change an **entire category** or only a **subcategory** (e.g. *Doors > Front doors > Single front doors* or *with fixed side panel*).
3. Click the **"Save"** once you have finished making your changes

{% hint style="warning" %}
**These prices are automatically applied to all your projects.** You can still change them via the Cost estimate tab in 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;

Please note: **The lines appear automatically** in the cost estimate, **based on the changes made** to the renovation floor plan scenario. **You cannot change this operating mode.**
{% 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 change 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, **change the text label** so as to **enter the desired information, 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.

{% hint style="info" %}
If some induced lines seem less useful to you depending on your trade, or if you want to remove 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 **"Change the product for all my projects"**

{% hint style="warning" %}
Changing the name of a product 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 delete lines in the cost estimate

{% hint style="warning" %}
**Manual addition of elements in the quote should concern only elements with no impact on the plan**, for example a commercial discount or a package. \
\
**For any element you add 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 incorrect.&#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 Cost estimate
2. Expand the cost estimate to the very bottom of the menu
3. Click **"Add a section"**
4. **Click the green text fields to edit them**&#x20;
5. Enter the sub-item information 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 **Cost estimate**
2. In one of the sections already existing, click **"Add an item"** at the bottom of the section
3. **Click the green text fields to edit them**&#x20;
4. Enter the sub-item information 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 **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 information 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 **Cost estimate**
2. **Hover over the item or sub-item you want to delete**, a trash icon will appear on the right side of the line
3. **Click the trash icon** to delete the line

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

But they will not appear **in the Excel export**, **or on the Cost estimate page** of the **PDF report**.
{% endhint %}

#### Make a deleted line reappear

{% 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 **Cost estimate**
* **Hover over the item or sub-item you want to delete**, an arrow will appear on the right side of the line
* **Click the arrow** to make the line reappear

***

### Export the cost estimate

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

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

#### Export the cost estimate to billing 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 billing software:&#x20;

* Download the export by clicking the **3 dots** in the top right
* Select **"Exports"** then **"Cost estimate Export (billing software)"**
* Then import the file into your billing 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>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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