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Price List - Let me upload an existing list of rates to use in the estimate

Feature Requests

I already have a long price list separate from Handoff. I don’t want to upload these rates one by one into the AI Preferences feature. Can I somehow upload my price list to speed it up?

Posted by Ayman Yasin ·
Status: Completed3 comments

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Comments3

  • Justin Watkins changed status to Completed
    Team•

    Nov 2, 2025

    Pinned

    Hi Handoff users! You can now upload your price lists to Handoff and save them as AI Presets. This has been completed and is available for all users! See video: https://www.loom.com/share/d38e127ae1a44a4ab6b7ba98e3cfed92
    The video shows uploading your custom vendor price lists directly into your AI presets in Handoff. You can now import PDFs or spreadsheets of your vendor quotes under Settings → AI Presets → My Rates → Upload, and those prices will automatically apply to your estimates.
    -Justin

  • Justin Watkins

    Team•

    Nov 2, 2025

    Hi all, this is completed! See video walkthrough below.
    Video:

    https://www.loom.com/share/d38e127ae1a44a4ab6b7ba98e3cfed92

  • janela

    •

    Apr 8, 2025