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.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:43
Scenes
6
Lesson
5.5 · Price list & pricing
File name
05-05 additional-price-lists.mp4
Before you record
- A default product list and no additional lists yet.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Additional price lists and overrides | /pricing/price-lists | Title card, then the first screen of the lesson. | Same products, different customers, different prices. Additional price lists solve that. |
| 1 | 0:2047s | Open Additional Price Lists | /pricing/price-lists | From the sidebar Price list page, or Settings → Products & Pricing → "Manage Price Lists", open /pricing/price-lists. | Additional price lists let you quote insurance work or commercial jobs at different numbers without a second catalog. |
| 2 | 1:0747s | Create a list | /pricing/price-lists | Click "Create Price List", type a name such as "Insurance 2026" and confirm. | Create, name it, done. Now we fill it. |
| 3 | 1:5447s | 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). | Tick the products, type the override where the price differs. Effective price shows what the quote will use; blank override means base price. |
| 4 | 2:4147s | 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. | In the proposal, Report Settings, Pricing: pick the list. Or set it once on the layout so every insurance proposal starts with insurance prices. |
| 5 | 3:2815s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | That completes pricing. Next, the biggest module: building proposals. |
Narration, in order
0. Intro: Additional price lists and overrides
0:00 · 20sTitle card, then the first screen of the lesson.
Same products, different customers, different prices. Additional price lists solve that.
1. Open Additional Price Lists
0:20 · 47sFrom the sidebar Price list page, or Settings → Products & Pricing → "Manage Price Lists", open /pricing/price-lists.
Additional price lists let you quote insurance work or commercial jobs at different numbers without a second catalog.
Show before cutting: Heading "Additional Price Lists" with "Manage custom pricing lists for different customer segments." and a table Name, Items, Created, Updated.
2. Create a list
1:07 · 47sClick "Create Price List", type a name such as "Insurance 2026" and confirm.
Create, name it, done. Now we fill it.
Show before cutting: The list appears with 0 items and actions Edit, Rename, Delete.
3. Include items and override prices
1:54 · 47sClick 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).
Tick the products, type the override where the price differs. Effective price shows what the quote will use; blank override means base price.
Show before cutting: Effective price equals the override where set, otherwise the base price.
4. Use it on a proposal
2:41 · 47sOpen 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.
In the proposal, Report Settings, Pricing: pick the list. Or set it once on the layout so every insurance proposal starts with insurance prices.
Show before cutting: Quote item suggestions and prices now come from the selected list.
5. Recap & next lesson
3:28 · 15sHold on the finished result, then the end card.
That completes pricing. Next, the biggest module: building proposals.
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
Finished this lesson?