Quote Formulas

    Quote Formulas


    Article summary

    Steps to configure Quote formulas


    1. Decide if the custom inputs with low code calculation or price builder items is right for the customer

      1. Price Builder items are flat price or multiplier rate items that can be manually changed and are connected to the treatment selections on the recipe.
      2. Custom inputs are a configured input that can be added to a part number regardless of what treatments are selected.
    2. Configure all custom inputs and/or price builder items

      1. This will require you to have the basic process build completed for the customer before you can expect to start quoting.
      2. If using custom inputs, you may need to add dependencies related to certain information selections

    Custom Inputs:
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