Step 1: Ensure You Have Admin Permissions
To make pricing changes in SalesView, you need admin permissions. If you’re unable to log in, contact our support team to reset your password or request a new invitation.
Step 2: Access the Pricing Tab
Once logged in:
Navigate to the Pricing tab on the left-hand menu.
Option 1: Permanently Change your prices
Step 1: Adjust Base Prices
In the Base submenu, you will see a grid displaying the base prices for different building styles, sizes, and regions (if applicable). If you're using ShedView, you’ll also see siding type options. If you are using CarportView, you’ll also see roof style options.
To update base prices:
Manually enter the new prices for each category.
Click Preview to ensure accuracy before publishing.
Once satisfied, select Publish to apply the new prices to your live site.
⚠ Reminder: Published changes are permanent and immediately visible to customers.
ShedView Base Prices Video Link
Link To video: Here
CarportView Base Prices
Link to Video: Here
Step 2: Modify Individual Components
You can also adjust pricing for specific components like cupolas, doors, garage doors, and windows.
To update component prices:
Click the Components submenu.
Select the type of component you want to modify (e.g., Garage Doors).
Adjust pricing for each individual item.
Preview the changes in the sandbox environment.
Once verified, click Publish to finalize the update.
Option 2: Apply Temporary Adjustments
If you need a temporary price change, use the Adjustments submenu instead of modifying Base or Components prices. These adjustments are fast to add, easy to change, and can be a great stop-gap while you redesign your pricing.
Path 1: Apply a Surcharge or Discount (Visible to Customers)
Allows you to apply additional charges or discounts based on:
Size (ShedView)/Width (CaportView)
Siding
Region/State
Subtotal
Use a negative sign (-) for discounts and keep surcharges positive.
These adjustments appear as a separate line item on customer quotes and estimates.
Customize the description to clarify the reason for the price adjustment.
💡 Tip: Use the Information Panel feature on the Sites tab to advertise your pricing changes (sale promotion or projected cost increase).
Path 2: Change Prices of Line Items (Hidden from Customers)
This option modifies the displayed price of individual items directly without showing a separate adjustment.
Example: A $100 window with a 10% surcharge will simply appear as $110.
Customers will not see a separate surcharge or discount in their quote.
Need Help? Contact Support
If you prefer not to use SalesView for pricing changes, you can submit an implementation ticket through our support line or the support widget in SalesView. However, keep in mind:
Support-managed pricing updates take 3–4 weeks due to high demand.
Using the Pricing tab in SalesView allows for immediate updates without using your support implementation credits.
By following these steps, you can efficiently manage your pricing changes and keep your configurator up to date with minimal hassle!