Help center
Guides to every part of Prycebook, and step-by-step walkthroughs of the jobs you use it for.
Getting started
Set up your organization and find your way around.
Pricebooks
Build the catalog of everything you sell.
- Pricebooks, categories and tags How a catalog is organized, and how to create one from scratch or a starter template.
- Add and edit items Names, codes, costs, price tiers, photos and items made of other items.
- Import items from a spreadsheet Bring an existing price list into a pricebook with a CSV file.
- Change many items at once Tag, move, reprice or delete a selection of items in one go.
- Catalog completeness Find items with missing prices, duplicate codes and other gaps, and fix them in place.
Quotes
Price a job, send it, and get it accepted.
- Build a quote Create a quote, add items from your pricebook, and fill in the customer and terms.
- Discounts, taxes and fees Add a percentage or flat amount on top of, or off, the subtotal.
- Hide line items from the customer Keep a cost in the total without listing it on the quote.
- Issue, expiration and due dates What each date means to your customer, and the shortcuts for setting them.
- Send a quote and get it accepted Email a quote, what your customer sees, and what happens when they accept.
- Quote templates Save the jobs you quote again and again, and start new quotes from them.
- Customize how quotes look Logo, colors, layout, currency and quote numbering.
Contacts
Keep track of who you quote.
Team & account
People, plans, billing and support.
- Invite your team Add people to your organization and choose what each of them can do.
- Plans and billing Your trial, choosing a plan, invoices, and cancelling.
- Get help from us Open a support ticket when these guides do not answer your question.
- API and webhooks Connect Prycebook to your other tools.
- Export your data or delete your organization Take a copy of your data, and what happens when an organization is deleted.