The engine behind every proposal
Catalog, templates, and formulas that do the math
Set up your catalog once, build smart templates with formulas that calculate quantities and prices automatically, and version them safely. Then your whole team quotes fast, accurate, consistent pricing — every single time.
Gunite / Shotcrete
#GUN-YD
Rebar #3 — Grade 60
#RB3-20
Pentair IntelliFlo VSF
Synced#011018
Travertine Coping
#TRV-CP
Plumbing — rough-in
#SUB-PLM
Set it up once, quote fast forever
Four layers, from catalog to a published template.
Catalog
Load your products with cost, price, brand, and part number — with pricing that can override per location and sync from distributors.
Build
Assemble templates from sections, objects, inputs, and products — the reusable structure behind every proposal.
Automate
Add formulas and calculated values so quantities and prices work themselves out from a few inputs.
Publish
Version a template, validate every formula, and set it active — safely, without breaking live proposals.
One catalog, always priced right
Every product, material, and subcontracted service lives in one catalog with its cost, price, brand, and part number. Keep a single shared price or override it per location — and link items to Heritage or SCP so their costs sync themselves.
- Cost, price, brand, part number, and unit type per item
- Item types from material to labor to subcontractor
- Per-location cost and price overrides
- Distributor-synced pricing from Heritage & SCP / Pool360
Gunite / Shotcrete
#GUN-YD
Rebar #3 — Grade 60
#RB3-20
Pentair IntelliFlo VSF
Synced#011018
Travertine Coping
#TRV-CP
Plumbing — rough-in
#SUB-PLM
Build the structure once, reuse it forever
A template is made of sections that hold objects, and each object carries typed inputs and products from your catalog. Add a number input for pool length, a selection for finish, a yes/no for a spa — and wire products to them. It's the blueprint every proposal is built from.
- Sections → objects → inputs & products
- Input types: number, selection, yes/no, text, reference
- Products pull cost and price straight from the catalog
- Reusable across every proposal of that type
Let the pricing calculate itself
Calculated values and quantity formulas reference your inputs, so a few measurements become a full, itemized quote. Compute an average depth, derive a surface area, round a material quantity, or branch with an if() — and test it live before it ships.
- Calculated values and per-product quantity formulas
- Functions: round, floor, ceil, min, max, if, and more
- Reference inputs, selections, and other calculations
- Test formulas with sample values as you build
Name
Reference
Formula
Change pricing without breaking anything
Templates are versioned — draft, active, and deprecated — so you can build a price change on a draft while your team keeps quoting from the live version. When you're ready, every formula is validated before the new version goes active, so broken pricing can never reach a proposal.
- Draft, active, and deprecated versions with history
- Edit safely without touching live proposals
- Every formula validated before a version goes live
- Roll a new version out to everyone in one click
Version 3
Spring pricing update
Version 2
Currently used for new proposals
Version 1
Superseded Feb 2026
Everything in the pricing engine
Product catalog
One priced list of every item — cost, price, brand, part number, unit type, and item type from materials to labor to subcontractors.
Location-aware pricing
Keep one shared price, or override cost and price per location so each branch quotes what it actually pays.
Distributor sync
Link catalog items to Heritage or SCP / Pool360 and their branch-level costs sync themselves on a schedule.
Sections, objects & inputs
Structure a template into sections and configurable objects, each with typed inputs — number, selection, yes/no, text, and reference.
Formula calculations
Calculated values and quantity formulas — with round, if, min, max, and more — turn a few measurements into a full priced quote.
Selections
Build reusable option lists — finishes, equipment tiers, packages — that plug into any template and adjust price automatically.
Display & product conditions
Show, hide, or include products based on inputs and even location, so a template adapts itself to each job.
UI designer
Lay out the customer-facing view with a drag-and-drop grid, and preview it in builder or viewer mode before it ships.
Version control
Draft, active, and deprecated versions with full history — publish a new version only after every formula validates.
This is the engine — proposals are where it shines
Once your catalog and templates are set, your team builds accurate, on-margin proposals in minutes just by choosing options. See how it comes together on the customer-facing side.
Explore ProposalsFrequently asked questions
What is the pricing tool?
It's the engine behind your proposals — a product catalog plus reusable pricing templates with formulas. You set it up once, and every proposal your team builds pulls accurate, consistent pricing from it.
How does the catalog work?
It's a master list of items, each with a cost, price, brand, part number, unit type, and item type (material, labor, product, subcontractor, and more). Pricing can be one shared value or overridden per location, and items linked to Heritage or SCP / Pool360 sync their costs automatically.
How are templates built?
A template is made of sections that hold objects, and each object has typed inputs (number, selection, yes/no, text) and products drawn from your catalog. It's the structure that turns a handful of measurements into a complete, itemized quote.
What can formulas do?
Quantities and calculated values are driven by formulas that reference your inputs — for example, average depth as ({shallowEnd} + {deepEnd}) / 2, or a material quantity as round((length × width) / 9, 2). Functions like round, if, min, and max let the pricing calculate itself.
How does version control keep pricing safe?
Templates are versioned — draft, active, and deprecated — so you can build changes on a draft without touching what's live. When you set a new version active, every formula is validated first, so a broken formula can never reach a real proposal.
How does this relate to proposals?
The pricing tool is the admin side; the proposal builder is where your team uses it. Once your catalog and templates are set, building an accurate, on-margin proposal is just choosing options — the engine does the math.
Ready to price like a machine?
Build a catalog, wire up formula-driven templates, and give your team pricing that's always fast, accurate, and consistent.
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