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 Percent of full quote line - need two of them
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JohnaBBH
QuoteWerks Aficionado

71 Posts

Posted - 08/10/2016 :  15:00:35  Show Profile  Visit JohnaBBH's Homepage
We want to show two separate lines on a quote that will represent optional maintenance coverage - 10% of the full quote for a one-year term, and 8% of the full quote for a three-year term.

If I use a "% charge" line, it adds to the full price of the quote, and another "% charge" line below that will include the prior "%" line.

I believe if I use a formula line on the print layout, it will not add to the quote line items, causing inaccurate quote bottom lines.

Is there a way to add "Optional" lines to quotes that calculate a percentage of the full quote, without having the sales reps do this manually?

Thanks,

JA

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 08/10/2016 :  15:32:49  Show Profile  Visit MattPrestige's Homepage
Something like this?

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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stevesiggs
QuoteWerks Genius

United Kingdom
2163 Posts

Posted - 08/10/2016 :  16:36:36  Show Profile  Visit stevesiggs's Homepage
quote:
Originally posted by JohnaBBH

Is there a way to add "Optional" lines to quotes that calculate a percentage of the full quote, without having the sales reps do this manually?

For Line Items on a Quote to be Optional, and for the User to be able select one or the other (on none) in QuoteValet, then the Line Items must be Product/Service Line Types.

Suggest adding the 1 and 3-year terms as Products to your database, then take a look at making their Pricing based on a formula. There are various options there to sum the values on items on a quote and then have that sum multiplied by a value. Choose the most appropriate one for your ways of working and that should do it. Your reps can just add these Product/Services to the quote and have the formua do the rest!

Hope this helps,

Stephen Siggs
Hilltops IT / ConnectIt Software
QuoteWerks Solution & Development Partner since 2005

Skype: stephen.siggs
Tel: +44(0) 344 357 7360
Cell: +44(0) 7875 423661
Email: steve@hilltopsit.co.uk
QuoteWerks services - www.hilltopsit.co.uk/quotewerks
QuoteWerks add-ons - www.connectit-software.co.uk
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JohnaBBH
QuoteWerks Aficionado

71 Posts

Posted - 08/11/2016 :  09:57:19  Show Profile  Visit JohnaBBH's Homepage
quote:
Originally posted by MattPrestige

Something like this?




Yes, like that.
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JohnaBBH
QuoteWerks Aficionado

71 Posts

Posted - 08/11/2016 :  09:58:49  Show Profile  Visit JohnaBBH's Homepage
quote:
Originally posted by stevesiggs

quote:
Originally posted by JohnaBBH

Is there a way to add "Optional" lines to quotes that calculate a percentage of the full quote, without having the sales reps do this manually?

For Line Items on a Quote to be Optional, and for the User to be able select one or the other (on none) in QuoteValet, then the Line Items must be Product/Service Line Types.

Suggest adding the 1 and 3-year terms as Products to your database, then take a look at making their Pricing based on a formula. There are various options there to sum the values on items on a quote and then have that sum multiplied by a value. Choose the most appropriate one for your ways of working and that should do it. Your reps can just add these Product/Services to the quote and have the formua do the rest!

Hope this helps,



Hi Steve,

Yes, I looked into that. The problem is that our projects have several "Labor" line items. I couldn't make the formula work to include all of the line types.
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MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 08/11/2016 :  10:04:16  Show Profile  Visit MattPrestige's Homepage
Formula is the way to go here (against the product).
You can set a formula (or calculation) against a product, even if that isn't what's set in the database.

You can base this on part numbers of custom text fields.

You might need to nominate a custom field for each of the 'product' items, in order that the maintenance calculation can 'tag' off the appropriate items.

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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