The article guides users on adding estimated costs and comments to a proposal. To add costs, click "+ Add Estimated Costs" and include tax via a settings checkbox. Items can be named and priced, saved with the disk icon, and rearranged by dragging. Users can also create fields for disclaimers or discount messages. An example of these elements in a proposal is included, along with links for more information on proposal creation.
Optionally add estimated costs and other comments to your Proposal.
Estimated Costs
Click on + Add Estimated Costs to expose those fields.
Include Tax
Check the Include Tax box if you want the event tax rate set up in My Settings > Settings > General to appear in your Proposal.
Add Item(s)
Enter a name and price per item for the first item you want listed as an estimated cost. You can optionally include the number of items and number of days. (The number of items cannot be zero.) Then select the disk icon.
Repeat to add more items, selecting the disk icon after each new entry. Use the double-headed arrows to drag and drop the items to rearrange their order of appearance.
Select the pencil icon to edit an item. Then select the disk icon to save your changes.
Additional Fields
Create an Additional Field to include a disclaimer or a message about a discount. Then select the disk icon to save it.
Example of Estimated Costs and Additional Fields
Here's how the example entered above might look in a Proposal:
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