Creating Profit Margin Rules
QuoteCloud makes it easy to setup a company wide margin which can be dynamically included in any proposal.Â
To add Markup to a proposal, navigate to: "Pricing Discounts & Thresholds" under the Configuration menu and press the "Add" button. Simply fill in a name for the markup, a value (in %) and selectÂ "Markup" from the drop-down - leave the threshold details blank for now. After you click Save this margin will be available to all your users. When they edit a proposal they will be able to apply this markup up on a line by line basis or to an entire pricing table.