Adding markups to a Proposal can be for service fees, discounts, or to apply any type of markup price to your client. Follow the steps below to learn how!
Required
In order to add Markups to Proposals, you must have the following roles enabled:
• View All Leads or View Only Assigned Leads
• Can Add Leads
Here are the steps to add Markups to your Proposal:
On your left main menu, click CRM then click Leads.
You can scroll to find your Lead, use the search bar, or click the
icon to apply filters to the Leads list.
Once you've found your Lead, click on the Lead to open it up.
Select Proposals, click the ••• next to the proposal, then click Edit Proposal.
Click the Up/Down arrow next to Markup to adjust the markup percentage for a specific bid item. You can also type in this percentage
• You can click Section Subtotal's markup to apply total markup to the whole proposal amount.
• Additionally, you can click Override to completely override the proposal's dollar amount that your client can see.
One all markups are applied, the Section Total is the amount your client will see.
