You can offer any promotions within your organization by building up a quote using Cost Buildup. Click here to learn more.
Setting up Promos
- Settings > Project Phase > Adders
- Type: Promotions
- Always enter a positive number
- Only $ promotions currently allowed
- You can create any number of promotions
Adding Promos to a Quote in Cost Buildup
- Add promo button under the total
- Can add multiple promos
Promos Display
- Promo are displayed in the quote summary modal, and any place adders are displayed
- They can be added to the MyProposal as well
- Will always appear as negative numbers because they are deducted from the total (even though created as a positive number in settings)