How to add a markup or markdown to a proposal

When creating (or editing) a proposal, you will notice two markup fields on the Fee Summary screen.

To add a markup amount, enter a dollar amount in the designated field.

To add a markup percentage, enter a percentage in the designated field.

The total price will change to reflect the markup that was entered.

Continue with the proposal process as you normally would.

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To add a discount to the proposal, repeat the process outlines above, except this time put a minus sign (-) before the markup amount.

Same goes for percentage amount.

The total price will reflect the discount(s) applied.

Continue with the proposal process as you normally would.