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Payment Formulas

Reorder products by Subsystem in your proposal

Adding Images to Subsystem Headers

Adding Images to System Headers

Adding Images to Area Headers

Adding Images to Area Group Headers

Adding Images to Custom Headers

Setting Discounts for MSRP catalogues

Setting a margin on Cost Price catalogues

Assigning Products

Re-ordering products by Area Group

Adding Labels to Projects, Quotes and Customers

Build your First Quote (Steps)

Using the Dashboard Overview

Track Quotes by Status

Add Products Manually

Use Supplier Products in Quotes

Add Systems and Labour Types

Manage Individual Quotes

Build A Detailed Quote (Steps)

Adjust Prices and Margins

Generate Proposals from a Quote

Build a Proposal Template

Area total cost summary

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