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Select a Different Pricing Profile

How to choose a different Pricing Profile when building a proposal

Written by Ben

How to choose a different pricing profile?

To choose a different pricing profile based on the type of job it is:

  • Arrive at the Proposals tab

  • Click on the arrow in the Select Profile filter 

  • Select the new pricing profile and the proposal price will automatically be updated based on the terms (margin, rules...etc) that are created for that particular Pricing Profile


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