My Roof CRM

Additional price lists and overrides

Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.

Intermediate 7 minOwner / manager, Office & admin staff· Last checked 2026-10-03

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Additional price lists sit on top of the default product list. Each one includes a subset of products with optional override prices; anything not overridden falls back to the base price. A proposal uses the list chosen in Report Settings; a layout can carry a default list for every proposal made from it.

Limits: 2 lists on Starter, 10 on Pro and Beta.

By the end you can

  • Create and name a price list
  • Include items and set override prices
  • Select the list for a proposal or layout

Screens used

Step by step

  1. Open Additional Price Lists/pricing/price-lists

    From the sidebar Price list page, or Settings → Products & Pricing → "Manage Price Lists", open /pricing/price-lists.

    You should see: Heading "Additional Price Lists" with "Manage custom pricing lists for different customer segments." and a table Name, Items, Created, Updated.

  2. Create a list/pricing/price-lists

    Click "Create Price List", type a name such as "Insurance 2026" and confirm.

    You should see: The list appears with 0 items and actions Edit, Rename, Delete.

  3. Include items and override prices/pricing/price-lists/[priceListId]

    Click Edit. In the "Product Items" table tick Include on the products this list covers, type an Override Price where it differs, and read Effective Price and Margin %. Click "Save" ("Reset" discards).

    You should see: Effective price equals the override where set, otherwise the base price.

  4. Use it on a proposal/edit/report/[reportId]

    Open a proposal in the editor, click "Report Settings" and choose the list under "Pricing". For every future proposal from a layout, set it in the layout's "Layout Settings" instead.

    You should see: Quote item suggestions and prices now come from the selected list.

Tips

  • After switching the list on a proposal, review items already added and re-add any that should take the new price.

Related lessons

The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Price list & pricingBeginner5 min

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Edit, duplicate and delete layouts

Change an existing layout's pages, duplicate it to make a variant, delete unused layouts, and understand what changing a layout does to existing proposals.

Proposals & quotesIntermediate5 min

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