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How to round the total investment
How to round the total investment

How can I automatically round up my proposals to the nearest dollar?

Ben avatar
Written by Ben
Updated over a week ago


The Round Up the Total feature will take the total investment of the proposal and round it up to the nearest dollar, so there are no cents on the proposal. Example: $12,328.75 will round up to $12,329.00.

To turn this feature on, follow these three simple steps:

Step 1: Go the Office and click on Pricing Engine:

Step 2: Click on Additional Pricing Settings:
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Step 3: To turn on the Round Up feature, go ahead and toggle "Round Up the Total", so it says YES, then click SAVE.
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Now, all your proposals will automatically round the total investment up to the nearest dollar.
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