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Is there a way to automatically have on the quote the amount due on signing based on a fixed percentage?
1 Comment
Matt Rose ([email protected])
said
about 3 years ago
Yes.
Take a look at Deposit Amount, button at the bottom left on the Document Items screen. Lots of options there, including setting a fixed percentage of the quote total.
If using QuoteValet and presenting this value automatically updates if a client changes options.
David Matyas
Is there a way to automatically have on the quote the amount due on signing based on a fixed percentage?