> 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/the-cost-estimate.md).

# The Cost estimate

<figure><img src="/files/7c8b595bff22a669b42618aef4edb8e4a7145d7e" alt="L&#x27;estimatif sur Visuary "><figcaption></figcaption></figure>

1. Make sure your Existing floor plan reflects the current state as closely as possible by filling in, for example, the type of walls, windows, etc. This will give you a reliable basis for your estimate.
2. Carry out your Renovation proposal in the Renovation floor plan tab by adding the different elements to the plan, such as objects and finishes.
3. The cost estimate is generated automatically based on the changes made to the renovated floor plan

{% hint style="info" %}
**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 renovated floor plan on which you build your renovation 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>Carry out a Renovation proposal</td><td><a href="/pages/3efb1269bb9f6a8cf282859222e26e6b0dffcb1a">/pages/3efb1269bb9f6a8cf282859222e26e6b0dffcb1a</a></td></tr><tr><td>Partition or create new rooms </td><td><a href="/pages/c262b826908b48cc070168df463518d0bac9ab50">/pages/c262b826908b48cc070168df463518d0bac9ab50</a></td></tr><tr><td>Add or customize elements on your plans</td><td><a href="/pages/377bc942c86f5e5c6eb2e5354d96be662e73604c">/pages/377bc942c86f5e5c6eb2e5354d96be662e73604c</a></td></tr></tbody></table>

<h2 align="center">Manually add lines in the cost estimate</h2>

{% hint style="warning" %}
**Manual addition of items on the quote should concern only items with no impact on the plan**, for example a commercial discount or a flat fee. \
\
**For any item that must appear on the plan, place the item on the plan: the line will be generated automatically in the cost estimate.** Indicating an item such as "adding a socket" without placing it on the plan will make the plan and your quantities 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 go all the way to the 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 information by clicking it (price, quantity, Unit, VAT)
6. Click the arrow icon at the bottom of the menu to collapse 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 information by clicking it (price, quantity, Unit, VAT)
5. Click the arrow icon at the bottom of the menu to collapse 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 hovering 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 collapse it.

<h2 align="center">Delete lines in the cost estimate</h2>

{% 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 deleted permanently; they remain visible in red in the cost estimate.

But they will not appear **nor in the Excel export**, **nor 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 on **Cost estimate**
* **Hover over the item or sub-item you want to restore**, an arrow will appear on the right of the line
* **Click the arrow** to make the line reappear

<h2 align="center">Edit your prices</h2>

### Edit a price by project

It is possible to change prices only for a specific project.\
\
To do this, click on **Cost estimate** and add the desired items by creating new lines. You can then delete the obsolete lines.

{% hint style="warning" %}
**These changes apply only to the current project.** Click [**here**](#ajouter-des-lignes-dans-lestimatif) to see how to add lines.
{% endhint %}

### Edit the price by product via the Product catalog

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FrUmtQiXWP02d0VzJ5Qdx%2Fprix_catalogue_produit.mp4?alt=media&token=c212f2b8-c202-409b-9631-0a357ab0fcfd>" %}
Edit a product's price
{% endembed %}

Edit a product's price from the Product catalog:

1. On the home page, click **Product catalog** on the left side of the screen
2. In the product categories, **search for the product whose price you want to edit**
3. **Click on a product** to open the associated product sheet.
4. Click the button **"Duplicate"**
5. You can **enter the prices** for the product (travel, removal, sales, purchase and Installation prices) by clicking on the text fields **"To estimate"**
6. Also rename the product so you can find it more easily in your project&#x20;
7. Click the button **"Save"** to save your changes
8. Place this product copy in your project and you will see the corresponding line appear&#x20;

{% hint style="info" %}
The prices to enter for each product are tax included, with a default VAT of 10%. If needed, you can adjust this VAT rate in your account settings.\
To learn more, click [**here**](/guide-visuary-en/visuary-interface/cost-estimate-setup.md).
{% endhint %}

{% hint style="warning" %}
**If you uncheck the boxes** "Visuary default equipment" and "Visuary default Furnishings" at the top of the screen, **these products will no longer be visible on your projects and plans**.
{% endhint %}

#### Edit the price by product category via 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>" %}
Edit prices from the Price grid
{% endembed %}

To edit 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 define your reference prices **by product category** (e.g. floors, paint, joinery, etc).\
   You can edit an **entire category** or only a **subcategory** (e.g. *Doors > Front doors > single front door* or *with fixed side panel*).
3. Click the button **"Save"** once you have finished your changes

{% hint style="warning" %}
**These prices apply automatically to all your projects.** You can still adjust them if needed by going to the Cost estimate tab in your projects, click [**here**](#modifier-un-prix-par-projet) to learn more.
{% 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 %}

<h3 align="center">Export the cost estimate</h3>

Two exports allow you to download the cost estimate:&#x20;

* **Cost estimate export (.xlsx)**
* **Cost estimate export (billing software)** : compatible with *Obat, Costructor, Progbat and Batappli*

{% 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 import the Cost estimate export (billing software):&#x20;

* Download the export by clicking the **3 dots** located at the top right
* Select **"Exports"** then **"Cost estimate export (billing software)"**
* Then import it 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="/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral">/pages/15a847566ed119f9b9053021e4e8609f50bd1246#labonnement-integral</a></td></tr><tr><td>The Product catalog</td><td><a href="/pages/e48fa71e949bd9deb28d1ebba6296f5dd2844c25">/pages/e48fa71e949bd9deb28d1ebba6296f5dd2844c25</a></td></tr><tr><td>The PDF report</td><td><a href="/pages/114c681ec37b17d51efb55ced44003f149d3d6cf">/pages/114c681ec37b17d51efb55ced44003f149d3d6cf</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.visuary.com/guide-visuary-en/data/the-cost-estimate.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.