You can offer multiple promotions within your organization by creating a quote using Cost Buildup. Click here to learn more.
Setting up Promos
Promos are set up in the organization's Settings. Only users with organization admin permissions can create and update both promos and adders.
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You may also choose to display or hide this promotion on Proposals and Contracts, as shown above.
Adding Promos to a Quote in Cost Buildup
Now that promotions are active adders in your account, you may now use this in quoting through the Cost Buildup modal. Here's how:
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Here are some screenshots for reference:
Promos Display
Once you create a quote via Cost Buildup and offer an adder, all adders and promos are displayed in the Quote Summary modal. They can also be added to the MyProposal by updating your templates.
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