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.
To create a new promo, go to Settings.
Next, click on Project Phase on the left panel. From here, select Adders, and then click on the green New Adder button.
From here, a pop up window opens and looks like this:
Choose Promotions for the Cost Category and fill out all other necessary fields. Here's an example:
Note that only $ promotions are currently allowed, so the Unit field is locked. On the Cost, always use a positive value; deduction from the total will automatically be applied.
Once all these fields are filled out, the Create button will be enabled (it is initially disabled), and upon clicking, the Promotion is saved. You can create an unlimited number of promos on the platform.
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:
- Go to an existing job.
- On the Quote Phase, open the Cost Buildup drawer.
- Click on the Add Promo button under Total
- Select a promotions using the dropdown
- You may also click Add Promo to add additional promos.
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.
In the Quote Summary modal, promos will appear as negative numbers because they are deducted from the total (even though created as a positive number in settings). See below:
