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Is there a way to automatically have on the quote the amount due on signing based on a fixed percentage?

Is there a way to automatically have on the quote the amount due on signing based on a fixed percentage?

1 Comment

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.

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